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
626
$138K 0.01%
781
627
$137K 0.01%
1,685
628
$135K 0.01%
5,000
629
$135K 0.01%
1,700
630
$133K 0.01%
1,570
-5,000
631
$133K 0.01%
4,000
632
$127K 0.01%
1,846
633
$127K 0.01%
5,198
+515
634
$127K 0.01%
8,456
+1,228
635
$127K 0.01%
805
636
$127K 0.01%
10,304
637
$127K 0.01%
+6,900
638
$127K 0.01%
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639
$127K 0.01%
6,779
640
$126K 0.01%
668
641
$126K 0.01%
+10,980
642
$124K ﹤0.01%
730
+13
643
$124K ﹤0.01%
801
644
$123K ﹤0.01%
2,402
-627
645
$123K ﹤0.01%
9,435
646
$123K ﹤0.01%
2,432
+1
647
$121K ﹤0.01%
19,382
648
$121K ﹤0.01%
2,297
649
$120K ﹤0.01%
2,472
650
$120K ﹤0.01%
6,937
24 25
26
27 28