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
176
$4.02M 0.1%
46,900
-220
177
$3.99M 0.1%
8,876
-76
178
$3.98M 0.1%
19,171
-251
179
$3.94M 0.1%
41,750
+20,560
180
$3.94M 0.1%
71,581
-2,661
181
$3.93M 0.1%
132,564
+9,306
182
$3.92M 0.1%
66,294
-379,716
183
$3.86M 0.1%
93,656
-12,198
184
$3.84M 0.1%
+414,740
185
$3.81M 0.09%
103,670
-37,140
186
$3.8M 0.09%
10,980
-32
187
$3.73M 0.09%
19,186
-1,277
188
$3.7M 0.09%
47,938
-24,947
189
$3.69M 0.09%
69,555
+5,851
190
$3.67M 0.09%
142,114
-11,978
191
$3.65M 0.09%
33,115
-1,574
192
$3.62M 0.09%
451,232
+318,684
193
$3.62M 0.09%
490,534
-1,178,254
194
$3.57M 0.09%
45,378
+2,145
195
$3.56M 0.09%
131,937
-84,775
196
$3.48M 0.09%
88,671
-139,389
197
$3.45M 0.09%
168,564
-2,215
198
$3.44M 0.09%
179,044
-3,784
199
$3.41M 0.08%
43,747
-2,108
200
$3.4M 0.08%
39,550
-400
6 7
8
9 10