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
826
$44K ﹤0.01%
+2,436
827
$44K ﹤0.01%
1,950
+950
828
$44K ﹤0.01%
1,139
829
$43K ﹤0.01%
1,750
830
$43K ﹤0.01%
1,538
+4
831
$43K ﹤0.01%
351
832
$43K ﹤0.01%
1,082
+2
833
$43K ﹤0.01%
+1,253
834
$42K ﹤0.01%
+6,500
835
$42K ﹤0.01%
1,026
836
$42K ﹤0.01%
1,200
-650
837
$42K ﹤0.01%
1,170
838
$42K ﹤0.01%
900
839
$42K ﹤0.01%
2,800
840
$41K ﹤0.01%
864
841
$41K ﹤0.01%
1,750
842
$41K ﹤0.01%
1,689
843
$41K ﹤0.01%
633
844
$40K ﹤0.01%
970
845
$40K ﹤0.01%
1,000
846
$39K ﹤0.01%
1,136
847
$39K ﹤0.01%
333
848
$39K ﹤0.01%
175
849
$39K ﹤0.01%
724
850
$38K ﹤0.01%
+1,495
32 33
34
35 36