AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$70.9M
2 +$19.9M
3 +$12.1M
4
GPRE icon
Green Plains
GPRE
+$11.4M
5
NN icon
NextNav
NN
+$10.6M

Top Sells

1 +$173M
2 +$104M
3 +$43M
4
KSS icon
Kohl's
KSS
+$37.6M
5
CVS icon
CVS Health
CVS
+$23.8M

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
1701
$0 ﹤0.01%
50,000
1702
$0 ﹤0.01%
+5
1703
$0 ﹤0.01%
250
1704
-1,858
1705
-3,000
1706
-3,000
1707
-6,500
1708
$0 ﹤0.01%
580
1709
0
1710
$0 ﹤0.01%
142
1711
$0 ﹤0.01%
1,000
1712
-287
1713
-52
1714
-214
1715
0
1716
-142
1717
-33
1718
-2,000
1719
-3,000
1720
-3,000
1721
-444,660
1722
-2,577
1723
-103
1724
-19
1725
-28,070