AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
526
$274K 0.01%
1,838
+200
527
$273K 0.01%
101,286
528
$272K 0.01%
3,320
-500
529
$270K 0.01%
2,250
530
$269K 0.01%
1,275
531
$266K 0.01%
884
+51
532
$266K 0.01%
3,821
533
$265K 0.01%
8,589
+2,729
534
$264K 0.01%
12,700
535
$263K 0.01%
14,585
536
$260K 0.01%
267
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537
$259K 0.01%
129,297
-8,960
538
$257K 0.01%
4,715
539
$255K 0.01%
27,972
-1,605
540
$251K 0.01%
+29,660
541
$250K 0.01%
+2,786
542
$249K 0.01%
25,059
-2,150
543
$248K 0.01%
24,619
544
$248K 0.01%
66,400
-2,100
545
$242K 0.01%
6,407
546
$238K 0.01%
2,925
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547
$235K 0.01%
92,056
-23,296
548
$234K 0.01%
4,802
549
$233K 0.01%
38,690
-35,950
550
$232K 0.01%
2,147
+43
20 21
22
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