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
701
$93K ﹤0.01%
1,169
702
$93K ﹤0.01%
568
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703
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+2,963
704
$92K ﹤0.01%
1,102
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705
$91K ﹤0.01%
6,320
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706
$91K ﹤0.01%
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707
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709
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710
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711
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2,567
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718
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719
$81K ﹤0.01%
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677
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$81K ﹤0.01%
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$80K ﹤0.01%
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$79K ﹤0.01%
27,600
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724
$79K ﹤0.01%
952
+85
725
$77K ﹤0.01%
2,246