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
426
$461K 0.02%
3,574
427
$458K 0.02%
1,823
428
$457K 0.02%
+31,900
429
$454K 0.02%
24,030
430
$449K 0.02%
27,200
+2,200
431
$448K 0.02%
2,049
432
$439K 0.02%
1,344
433
$437K 0.02%
1,113
434
$435K 0.02%
20,882
435
$435K 0.02%
7,666
+12
436
$431K 0.02%
11,161
+576
437
$429K 0.02%
1,886
+73
438
$428K 0.02%
16,405
-4,022
439
$428K 0.02%
32,319
+5,384
440
$427K 0.02%
70,380
+10,625
441
$425K 0.02%
2,199
442
$421K 0.02%
1,741
-26
443
$418K 0.02%
34,636
+7,418
444
$417K 0.02%
858
+11
445
$412K 0.02%
2,883
+248
446
$409K 0.02%
28,720
+3,000
447
$405K 0.02%
6,732
-1,681
448
$405K 0.02%
21,984
+33
449
$405K 0.02%
18,241
-648
450
$404K 0.02%
29,045
+9,560
16 17
18
19 20