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
26
$20.9M 0.83%
94,997
+3,008
27
$20.7M 0.82%
2,715,690
-246,308
28
$20.7M 0.82%
149,081
+2,772
29
$20.3M 0.81%
347,521
+34,920
30
$20M 0.79%
59,432
+5,673
31
$19.9M 0.79%
93,563
+244
32
$19.6M 0.78%
124,560
-7,580
33
$19.5M 0.77%
190,974
+3,230
34
$19.3M 0.77%
324,420
+11,328
35
$18.4M 0.73%
81,412
+316
36
$18.4M 0.73%
61,613
+19,478
37
$17.1M 0.68%
237,198
+4,580
38
$17M 0.67%
194,040
+13,205
39
$16.8M 0.67%
426,286
-6,058
40
$16.1M 0.64%
707,070
-1,190
41
$15.7M 0.62%
1,838,697
+392,457
42
$15.5M 0.62%
149,558
+6,120
43
$15.2M 0.61%
106,711
+1,036
44
$15M 0.6%
26,639
+305
45
$14.8M 0.59%
586,139
+21,104
46
$13.8M 0.55%
174,725
-3,576
47
$13.6M 0.54%
313,436
-43
48
$13.5M 0.54%
39,901
-64
49
$13.4M 0.53%
469,935
-9,816
50
$13.4M 0.53%
279,247
-3,344
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