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
301
$1.03M 0.04%
13,892
-4,609
302
$1.02M 0.04%
24,754
+10,899
303
$1.01M 0.04%
9,385
-75
304
$998K 0.04%
12,330
+15
305
$995K 0.04%
21,351
+1,005
306
$994K 0.04%
64,780
307
$988K 0.04%
85,210
308
$983K 0.04%
30,354
-500
309
$983K 0.04%
+8,883
310
$982K 0.04%
42,283
+31,030
311
$981K 0.04%
10,619
-156
312
$979K 0.04%
4,698
+340
313
$974K 0.04%
19,710
+11,840
314
$951K 0.04%
7,516
315
$943K 0.04%
78,120
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316
$941K 0.04%
2,455
-87
317
$934K 0.04%
16,360
318
$933K 0.04%
69,809
-11,853
319
$933K 0.04%
9,658
-100
320
$926K 0.04%
14,604
+230
321
$925K 0.04%
68,400
+6,360
322
$917K 0.04%
48,570
-2,780
323
$901K 0.04%
+65,880
324
$899K 0.04%
6,071
+217
325
$894K 0.04%
214,383
-27,318
11 12
13
14 15