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
776
$56K ﹤0.01%
2,000
777
$56K ﹤0.01%
450
778
$56K ﹤0.01%
1,024
779
$56K ﹤0.01%
+442
780
$55K ﹤0.01%
2,000
781
$55K ﹤0.01%
300
782
$54K ﹤0.01%
5,500
783
$54K ﹤0.01%
1,600
-100
784
$54K ﹤0.01%
500
785
$54K ﹤0.01%
347
786
$53K ﹤0.01%
921
787
$53K ﹤0.01%
1,925
788
$53K ﹤0.01%
483
+84
789
$53K ﹤0.01%
2,498
790
$53K ﹤0.01%
358
+259
791
$53K ﹤0.01%
2,895
792
$52K ﹤0.01%
8,594
793
$52K ﹤0.01%
1,849
+525
794
$52K ﹤0.01%
+840
795
$51K ﹤0.01%
1,153
796
$51K ﹤0.01%
2,076
797
$51K ﹤0.01%
1,518
798
$51K ﹤0.01%
1,025
799
$51K ﹤0.01%
2,392
+19
800
$51K ﹤0.01%
800
-46
30 31
32
33 34