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
1651
$105 ﹤0.01%
1,500
1652
$103 ﹤0.01%
6
-1
1653
$98 ﹤0.01%
14,004
1654
$93 ﹤0.01%
2,500
1655
$89 ﹤0.01%
2,500
1656
$88 ﹤0.01%
2,200
1657
$88 ﹤0.01%
188
1658
$86 ﹤0.01%
2,500
-1,500
1659
$83 ﹤0.01%
+20
1660
$79 ﹤0.01%
+100
1661
$77 ﹤0.01%
5,000
1662
$75 ﹤0.01%
2,500
1663
$74 ﹤0.01%
6,250
1664
$71 ﹤0.01%
11
1665
$71 ﹤0.01%
5,050
1666
$61 ﹤0.01%
6,139
1667
$52 ﹤0.01%
3,700
1668
$52 ﹤0.01%
5,000
1669
$50 ﹤0.01%
2,500
1670
$50 ﹤0.01%
2,500
1671
$50 ﹤0.01%
5,000
1672
$49 ﹤0.01%
2
1673
$47 ﹤0.01%
3,250
-100
1674
$43 ﹤0.01%
10
1675
$40 ﹤0.01%
+2
65 66
67
68 69