AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.02B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,009
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$18.3M
3
+$11.4M
4
NN icon
NextNav
NN
+$10.9M
5
SF icon
Stifel
SF
+$10.6M

Top Sells

1
+$173M
2
+$106M
3
+$43M
4
KSS icon
Kohl's
KSS
+$35.8M
5
CVS icon
CVS Health
CVS
+$22.4M

Sector Composition

1 Industrials 17.36%
2 Technology 14.53%
3 Financials 8.22%
4 Consumer Discretionary 7.44%
5 Healthcare 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$327 ﹤0.01%
12
1602
$325 ﹤0.01%
13,850
1603
$324 ﹤0.01%
5,000
1604
$312 ﹤0.01%
2,500
1605
$310 ﹤0.01%
37
1606
$295 ﹤0.01%
9,996
1607
$280 ﹤0.01%
16,000
1608
$277 ﹤0.01%
222
1609
$267 ﹤0.01%
+100
1610
$264 ﹤0.01%
23
-225
1611
$262 ﹤0.01%
4,563
1612
$259 ﹤0.01%
10
1613
$255 ﹤0.01%
71
1614
$251 ﹤0.01%
5,050
1615
$250 ﹤0.01%
8,347
1616
$241 ﹤0.01%
+3
1617
$227 ﹤0.01%
5,200
1618
$226 ﹤0.01%
5
1619
$209 ﹤0.01%
56
1620
$205 ﹤0.01%
10,125
-700
1621
$204 ﹤0.01%
2,791
1622
$198 ﹤0.01%
8,400
1623
$196 ﹤0.01%
10
1624
$196 ﹤0.01%
7,900
1625
$189 ﹤0.01%
7,300
63 64
65
66 67