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
726
$77K ﹤0.01%
1,888
+100
727
$76K ﹤0.01%
3,499
728
$76K ﹤0.01%
2,166
+196
729
$75K ﹤0.01%
875
+55
730
$74K ﹤0.01%
1,150
731
$74K ﹤0.01%
4,538
732
$73K ﹤0.01%
791
+12
733
$73K ﹤0.01%
1,000
734
$73K ﹤0.01%
+5,400
735
$72K ﹤0.01%
2,500
736
$72K ﹤0.01%
3,405
737
$72K ﹤0.01%
500
738
$72K ﹤0.01%
754
739
$72K ﹤0.01%
908
+256
740
$72K ﹤0.01%
1,087
+158
741
$71K ﹤0.01%
200
742
$71K ﹤0.01%
928
+478
743
$71K ﹤0.01%
150
744
$70K ﹤0.01%
6,200
745
$70K ﹤0.01%
4,500
746
$69K ﹤0.01%
290
747
$69K ﹤0.01%
1,400
+100
748
$68K ﹤0.01%
3,975
-1,673
749
$67K ﹤0.01%
969
750
$67K ﹤0.01%
600
28 29
30
31 32