AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$44.1M
2 +$23.5M
3 +$11.4M
4
KSS icon
Kohl's
KSS
+$10.6M
5
APD icon
Air Products & Chemicals
APD
+$5.6M

Top Sells

1 +$91M
2 +$17.1M
3 +$8.57M
4
RAMP icon
LiveRamp
RAMP
+$6.99M
5
VAR
Varian Medical Systems, Inc.
VAR
+$6.78M

Sector Composition

1 Technology 12.01%
2 Financials 10.43%
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
401
$555K 0.02%
9,530
+33
402
$554K 0.02%
10,668
403
$551K 0.02%
2,328
-555
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43,550
406
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85,948
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408
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18,283
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86,380
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422
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423
$466K 0.02%
10,245
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424
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36,217
-6,286
425
$462K 0.02%
19,625
-892