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
201
$3.32M 0.08%
40,410
-43,710
202
$3.29M 0.08%
202,616
-78,293
203
$3.26M 0.08%
113,139
+59,647
204
$3.24M 0.08%
127,657
+81,647
205
$3.15M 0.08%
70,086
-790
206
$3.12M 0.08%
117,946
+133
207
$3.08M 0.08%
63,360
+8,509
208
$3.07M 0.08%
230,156
+61,285
209
$3.05M 0.08%
20,290
+6,984
210
$3.03M 0.08%
353,290
-397,320
211
$3.02M 0.07%
938,742
+132,680
212
$3M 0.07%
5,395
+222
213
$2.98M 0.07%
13,873
-325
214
$2.94M 0.07%
26,943
-2,301
215
$2.93M 0.07%
46,099
-429
216
$2.93M 0.07%
43,355
217
$2.77M 0.07%
16,122
-56
218
$2.75M 0.07%
15,739
+44
219
$2.73M 0.07%
68,715
-13,860
220
$2.72M 0.07%
23,815
+451
221
$2.7M 0.07%
32,080
+31,730
222
$2.69M 0.07%
10,365
-165
223
$2.68M 0.07%
29,331
224
$2.66M 0.07%
161,795
-156,801
225
$2.63M 0.07%
5,386,991
7 8
9
10 11