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
501
$307K 0.01%
+36,850
502
$304K 0.01%
1,708
+61
503
$303K 0.01%
4,754
-10
504
$301K 0.01%
+34,700
505
$299K 0.01%
+12,970
506
$299K 0.01%
3,438
507
$298K 0.01%
15,832
-30,234
508
$293K 0.01%
28,424
509
$292K 0.01%
3,017
+42
510
$289K 0.01%
11,346
-1,908
511
$289K 0.01%
656
+80
512
$288K 0.01%
70,355
-6,280
513
$288K 0.01%
+37,845
514
$287K 0.01%
11,051
515
$287K 0.01%
+7,440
516
$287K 0.01%
9,400
517
$285K 0.01%
48,200
-14,000
518
$285K 0.01%
3,075
-650
519
$285K 0.01%
26,312
-1,560
520
$282K 0.01%
47,792
-31,524
521
$281K 0.01%
88,095
-13,610
522
$280K 0.01%
17,107
-3,616
523
$277K 0.01%
3,202
524
$276K 0.01%
5,860
525
$275K 0.01%
12,894
19 20
21
22 23