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
51
$13.2M 0.53%
219,577
+3,521
52
$12.7M 0.51%
215,545
+198,545
53
$12.6M 0.5%
488,177
-115,132
54
$11.7M 0.47%
141,115
+9,930
55
$11.7M 0.46%
66,241
+8,952
56
$11.5M 0.46%
162,216
57
$11.3M 0.45%
1,187,900
-7,585
58
$10.9M 0.43%
148,700
-7,020
59
$10.4M 0.41%
246,472
-62,168
60
$10.3M 0.41%
232,961
-11,347
61
$10.1M 0.4%
280,230
+4,537
62
$10M 0.4%
173,893
-774
63
$10M 0.4%
532,739
-6,900
64
$9.98M 0.4%
1,060,718
-1,568,323
65
$9.86M 0.39%
937,986
-11,711
66
$9.25M 0.37%
+499,000
67
$9.06M 0.36%
112,619
-192
68
$8.95M 0.36%
266,069
-589
69
$8.88M 0.35%
219,082
-26,751
70
$8.87M 0.35%
346,067
+89,579
71
$8.69M 0.35%
64,554
72
$8.31M 0.33%
96,270
-1,270
73
$8.24M 0.33%
24,613
-406
74
$7.99M 0.32%
419,581
+1,640
75
$7.86M 0.31%
197,015
+28,020
1 2
3
4 5