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
376
$639K 0.03%
4,745
+3,856
377
$634K 0.03%
11,563
+3,529
378
$626K 0.02%
55,069
-11,333
379
$624K 0.02%
43,352
+64
380
$621K 0.02%
5,000
-1,158
381
$618K 0.02%
126,074
382
$608K 0.02%
6,870
+1,079
383
$607K 0.02%
30,280
-4,450
384
$606K 0.02%
78,767
-27,354
385
$603K 0.02%
6,546
+97
386
$600K 0.02%
7,140
+2,095
387
$589K 0.02%
3,567
-790
388
$589K 0.02%
16,160
-15,090
389
$586K 0.02%
13,306
+4,335
390
$586K 0.02%
43,637
-9,229
391
$584K 0.02%
35,885
-16,584
392
$583K 0.02%
24,814
-1,349
393
$577K 0.02%
116,043
-29,409
394
$577K 0.02%
59,640
+25,198
395
$574K 0.02%
+79,219
396
$571K 0.02%
24,000
-3,779
397
$569K 0.02%
28,744
-3,662
398
$561K 0.02%
39,629
-4,656
399
$559K 0.02%
12,960
+3,303
400
$558K 0.02%
5,163
-4,161
14 15
16
17 18