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
751
$67K ﹤0.01%
+1,635
752
$67K ﹤0.01%
605
+356
753
$66K ﹤0.01%
12,235
-1,825
754
$65K ﹤0.01%
1,500
755
$64K ﹤0.01%
852
756
$64K ﹤0.01%
2,400
757
$64K ﹤0.01%
2,483
758
$63K ﹤0.01%
594
+94
759
$63K ﹤0.01%
624
+211
760
$62K ﹤0.01%
989
+2
761
$62K ﹤0.01%
3,400
762
$61K ﹤0.01%
1,631
763
$61K ﹤0.01%
3,458
764
$61K ﹤0.01%
2,113
-1,122
765
$60K ﹤0.01%
2,000
+1,000
766
$59K ﹤0.01%
1,780
+860
767
$59K ﹤0.01%
15,017
-5,000
768
$58K ﹤0.01%
1,254
769
$58K ﹤0.01%
1,100
770
$58K ﹤0.01%
600
771
$58K ﹤0.01%
1,050
772
$57K ﹤0.01%
+2,408
773
$57K ﹤0.01%
8,622
+1,500
774
$57K ﹤0.01%
+476
775
$57K ﹤0.01%
+20,000
29 30
31
32 33