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
276
$1.27M 0.05%
25,316
+7,696
277
$1.26M 0.05%
19,776
-1,675
278
$1.25M 0.05%
126,673
-48,341
279
$1.23M 0.05%
21,923
-45,110
280
$1.23M 0.05%
5,940
+447
281
$1.22M 0.05%
37,277
-3,908
282
$1.21M 0.05%
16,085
-7,010
283
$1.21M 0.05%
+77,490
284
$1.21M 0.05%
109,808
-40,190
285
$1.21M 0.05%
61,797
286
$1.21M 0.05%
29,881
-1,000
287
$1.2M 0.05%
21,934
-13,828
288
$1.19M 0.05%
11,610
+170
289
$1.18M 0.05%
15,324
+397
290
$1.16M 0.05%
10,510
+6,732
291
$1.13M 0.05%
176,768
-1,000
292
$1.13M 0.05%
98,068
-10,796
293
$1.11M 0.04%
228,002
-15,630
294
$1.1M 0.04%
315,502
+27,961
295
$1.08M 0.04%
394,705
+112,981
296
$1.07M 0.04%
19,180
+11,020
297
$1.06M 0.04%
8,702
298
$1.04M 0.04%
78,738
+420
299
$1.04M 0.04%
133,330
-93,534
300
$1.03M 0.04%
6,874
-30,769
10 11
12
13 14