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
1651
$108 ﹤0.01%
2,600
1652
$106 ﹤0.01%
+5,000
1653
$105 ﹤0.01%
1,500
1654
$103 ﹤0.01%
6
-1
1655
$98 ﹤0.01%
14,004
1656
$93 ﹤0.01%
2,500
1657
$89 ﹤0.01%
2,500
1658
$88 ﹤0.01%
2,200
1659
$88 ﹤0.01%
188
1660
$86 ﹤0.01%
2,500
-1,500
1661
$83 ﹤0.01%
+20
1662
$79 ﹤0.01%
+100
1663
$77 ﹤0.01%
5,000
1664
$75 ﹤0.01%
2,500
1665
$74 ﹤0.01%
6,250
1666
$71 ﹤0.01%
11
1667
$71 ﹤0.01%
5,050
1668
$61 ﹤0.01%
6,139
1669
$52 ﹤0.01%
3,700
1670
$52 ﹤0.01%
5,000
1671
$50 ﹤0.01%
2,500
1672
$50 ﹤0.01%
2,500
1673
$50 ﹤0.01%
5,000
1674
$49 ﹤0.01%
2
1675
$47 ﹤0.01%
3,250
-100
65 66
67
68 69