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
651
$120K ﹤0.01%
1,450
652
$120K ﹤0.01%
28,000
-36,412
653
$119K ﹤0.01%
734
654
$119K ﹤0.01%
3,428
+464
655
$118K ﹤0.01%
15,864
656
$117K ﹤0.01%
5,504
657
$117K ﹤0.01%
346
658
$115K ﹤0.01%
30,000
-5,000
659
$114K ﹤0.01%
15,989
660
$114K ﹤0.01%
1,147
-150
661
$114K ﹤0.01%
1,124
662
$114K ﹤0.01%
4,370
663
$113K ﹤0.01%
1,458
+11
664
$113K ﹤0.01%
5,574
665
$113K ﹤0.01%
4,493
-225
666
$113K ﹤0.01%
1,395
+127
667
$113K ﹤0.01%
1,863
-1,106
668
$112K ﹤0.01%
3,725
669
$110K ﹤0.01%
525
+15
670
$110K ﹤0.01%
2,771
-2,034
671
$110K ﹤0.01%
3,442
+99
672
$109K ﹤0.01%
1,351
673
$109K ﹤0.01%
1,332
-935
674
$109K ﹤0.01%
743
+77
675
$109K ﹤0.01%
1,200
-250
25 26
27
28 29