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
151
$5.01M 0.12%
35,458
+200
152
$4.99M 0.12%
51,370
-2,934
153
$4.84M 0.12%
53,086
+22,011
154
$4.8M 0.12%
8,866
+263
155
$4.76M 0.12%
38,524
-649
156
$4.75M 0.12%
305,533
-12,780
157
$4.75M 0.12%
114,431
-26,850
158
$4.75M 0.12%
67,689
-50
159
$4.73M 0.12%
17,905
+3,788
160
$4.68M 0.12%
72,976
-1,058
161
$4.62M 0.11%
40,988
-303
162
$4.61M 0.11%
261,017
-127,979
163
$4.59M 0.11%
137,193
-904
164
$4.48M 0.11%
158,327
+7,190
165
$4.46M 0.11%
24,289
+3,230
166
$4.4M 0.11%
18,642
-806
167
$4.38M 0.11%
1,343,950
+765,020
168
$4.36M 0.11%
19,768
-374
169
$4.25M 0.11%
235,140
-1,245
170
$4.21M 0.1%
177,512
-440
171
$4.16M 0.1%
40,745
-1,805
172
$4.16M 0.1%
45,305
+21,320
173
$4.15M 0.1%
187,477
-81,351
174
$4.12M 0.1%
247,323
-957
175
$4.08M 0.1%
39,866
+17,483
5 6
7
8 9