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
251
$1.59M 0.06%
5,113
-353
252
$1.59M 0.06%
127,843
-1,000
253
$1.58M 0.06%
10,092
+30
254
$1.57M 0.06%
37,180
+6,460
255
$1.54M 0.06%
11,403
+5,705
256
$1.54M 0.06%
20,442
-350
257
$1.54M 0.06%
13,213
+1,662
258
$1.53M 0.06%
26,301
-313
259
$1.53M 0.06%
57,122
-567
260
$1.52M 0.06%
57,176
261
$1.52M 0.06%
76,230
+14,188
262
$1.51M 0.06%
97,136
-42,681
263
$1.49M 0.06%
10,683
+103
264
$1.47M 0.06%
38,730
-1,820
265
$1.47M 0.06%
+153,550
266
$1.46M 0.06%
461,723
-1,231,493
267
$1.45M 0.06%
6,388
+58
268
$1.44M 0.06%
120,514
269
$1.41M 0.06%
8,466
-1,681
270
$1.41M 0.06%
25,546
-4,248
271
$1.4M 0.06%
7,283
+275
272
$1.39M 0.06%
11,889
+496
273
$1.36M 0.05%
8,190
+3,607
274
$1.35M 0.05%
11,460
-300
275
$1.29M 0.05%
22,569
+6,451
9 10
11
12 13