AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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 14.54%
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
1626
$196 ﹤0.01%
7,900
1627
$189 ﹤0.01%
7,300
1628
$177 ﹤0.01%
9
1629
$172 ﹤0.01%
23
1630
$170 ﹤0.01%
8
1631
$168 ﹤0.01%
8,620
1632
$155 ﹤0.01%
3,100
1633
$154 ﹤0.01%
+5
1634
$149 ﹤0.01%
2,500
1635
$144 ﹤0.01%
17,300
1636
$138 ﹤0.01%
1
1637
$137 ﹤0.01%
+15
1638
$130 ﹤0.01%
5
-178
1639
$130 ﹤0.01%
3,175
1640
$126 ﹤0.01%
3,750
1641
$125 ﹤0.01%
6,204
1642
$125 ﹤0.01%
3,333
1643
$122 ﹤0.01%
+29
1644
$121 ﹤0.01%
6,000
1645
$121 ﹤0.01%
4,550
1646
$118 ﹤0.01%
44
1647
$117 ﹤0.01%
20
1648
$115 ﹤0.01%
66
1649
$112 ﹤0.01%
11,000
1650
$111 ﹤0.01%
15,273
-1,500
64 65
66
67 68