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
401
$555K 0.02%
9,530
+33
402
$554K 0.02%
10,668
403
$551K 0.02%
2,328
-555
404
$551K 0.02%
111,281
-13,873
405
$547K 0.02%
43,550
406
$537K 0.02%
85,948
-174,052
407
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38,469
408
$524K 0.02%
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-50
409
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2,549
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410
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94
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411
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412
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20,000
413
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55,691
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414
$494K 0.02%
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415
$492K 0.02%
19,800
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416
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664,750
-1,710
417
$487K 0.02%
138,634
-31,645
418
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419
$487K 0.02%
18,283
420
$471K 0.02%
86,380
+15,000
421
$469K 0.02%
21,501
+3,000
422
$468K 0.02%
16,253
+3,820
423
$466K 0.02%
10,245
+5
424
$462K 0.02%
36,217
-6,286
425
$462K 0.02%
19,625
-892
15 16
17
18 19