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
551
$231K 0.01%
41,106
-131,559
552
$229K 0.01%
5,113
+52
553
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4,134
+1,309
554
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12,620
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555
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4,000
556
$221K 0.01%
15,000
557
$221K 0.01%
6,052
-106
558
$220K 0.01%
52,494
-23,119
559
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40,144
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560
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561
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4,000
562
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563
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565
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569
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571
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7,350
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572
$204K 0.01%
14,479
573
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4,246
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574
$200K 0.01%
714
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575
$199K 0.01%
7,175
-800
21 22
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24 25