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
$2.5B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,522
New
Increased
Reduced
Closed

Top Buys

1 +$52M
2 +$24.6M
3 +$11.7M
4
KSS icon
Kohl's
KSS
+$9.25M
5
APD icon
Air Products & Chemicals
APD
+$5.8M

Top Sells

1 +$90.2M
2 +$14.8M
3 +$8.55M
4
VAR
Varian Medical Systems, Inc.
VAR
+$7.4M
5
RAMP icon
LiveRamp
RAMP
+$7.24M

Sector Composition

1 Technology 12.01%
2 Financials 10.42%
3 Industrials 10.11%
4 Consumer Discretionary 9.1%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.89M 0.08%
218,790
227
$1.84M 0.07%
17,809
-14,199
228
$1.81M 0.07%
17,177
-50
229
$1.81M 0.07%
36,716
+2,261
230
$1.8M 0.07%
19,420
+16,240
231
$1.8M 0.07%
33,619
+1,760
232
$1.8M 0.07%
322,433
-3,800
233
$1.8M 0.07%
12,174
+216
234
$1.78M 0.07%
24,103
-59
235
$1.76M 0.07%
29,637
-120
236
$1.76M 0.07%
51,475
-5,972
237
$1.76M 0.07%
25,127
-1,220
238
$1.75M 0.07%
22,209
-400
239
$1.73M 0.07%
32,827
+1,556
240
$1.71M 0.07%
15,230
241
$1.7M 0.07%
13,623
+150
242
$1.69M 0.07%
47,241
-1,258
243
$1.66M 0.07%
8,695
+111
244
$1.65M 0.07%
90,210
+500
245
$1.65M 0.07%
108,837
+36,027
246
$1.64M 0.07%
154,001
+58,660
247
$1.64M 0.07%
186,149
+65,360
248
$1.64M 0.07%
94,330
-2,908
249
$1.62M 0.06%
192,776
250
$1.59M 0.06%
106,353
+95,395