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
476
$352K 0.01%
13,142
+5,730
477
$352K 0.01%
7,062
478
$350K 0.01%
1,261
479
$343K 0.01%
5,400
+2,500
480
$342K 0.01%
4,482
+4,382
481
$341K 0.01%
5,040
482
$338K 0.01%
3,124
483
$337K 0.01%
+33,333
484
$336K 0.01%
6,659
485
$335K 0.01%
2,655
-80
486
$329K 0.01%
5,927
-803
487
$329K 0.01%
20,896
488
$328K 0.01%
5,255
-1,522
489
$327K 0.01%
790
490
$327K 0.01%
5,545
491
$325K 0.01%
11,103
+1,154
492
$324K 0.01%
+28,300
493
$323K 0.01%
32,291
494
$318K 0.01%
24,713
495
$316K 0.01%
2,048
496
$315K 0.01%
1,610
497
$314K 0.01%
1,250
498
$311K 0.01%
28,342
499
$310K 0.01%
44,938
-7,474
500
$307K 0.01%
3,934
18 19
20
21 22