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
451
$403K 0.02%
3,000
452
$402K 0.02%
1,418
-500
453
$401K 0.02%
53,282
-12,748
454
$399K 0.02%
16,667
-8,333
455
$399K 0.02%
11,183
456
$399K 0.02%
6,944
+1,486
457
$394K 0.02%
20,106
+273
458
$386K 0.02%
13,334
459
$386K 0.02%
87,440
-2,490
460
$381K 0.02%
2,667
-318
461
$378K 0.02%
14,507
462
$377K 0.02%
1,700
463
$373K 0.01%
9,424
-2,265
464
$371K 0.01%
6,412
-412
465
$366K 0.01%
2,333
466
$364K 0.01%
15,000
467
$362K 0.01%
44,920
-6,970
468
$361K 0.01%
+19,330
469
$360K 0.01%
11,776
-3,051
470
$357K 0.01%
1,907
471
$357K 0.01%
6,063
472
$356K 0.01%
2,459
473
$356K 0.01%
4,751
+410
474
$354K 0.01%
132,177
-4,180
475
$353K 0.01%
5,593
-962
17 18
19
20 21