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
326
$867K 0.03%
29,161
+1,378
327
$866K 0.03%
29,661
+914
328
$864K 0.03%
249,065
-28,175
329
$861K 0.03%
4,543
+505
330
$853K 0.03%
68,680
+43,680
331
$845K 0.03%
2,680
+287
332
$843K 0.03%
27,573
+648
333
$835K 0.03%
1,668
+79
334
$835K 0.03%
4,000
335
$832K 0.03%
12,050
-330
336
$831K 0.03%
38,403
+16,448
337
$824K 0.03%
824,704
+82,807
338
$815K 0.03%
30,481
-19,900
339
$811K 0.03%
11,225
+1
340
$808K 0.03%
37,490
+30,640
341
$804K 0.03%
27,386
-497
342
$801K 0.03%
145,451
-35,340
343
$800K 0.03%
12,650
-1,485
344
$793K 0.03%
79,320
+5,100
345
$787K 0.03%
7,160
+10
346
$778K 0.03%
21,680
-54
347
$776K 0.03%
136,829
-12,963
348
$772K 0.03%
32,148
-6,539
349
$770K 0.03%
29,895
350
$769K 0.03%
34,310