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
851
$38K ﹤0.01%
741
852
$38K ﹤0.01%
2,500
853
$38K ﹤0.01%
730
-642
854
$37K ﹤0.01%
1,493
-25
855
$37K ﹤0.01%
+800
856
$36K ﹤0.01%
3,332
+1,666
857
$36K ﹤0.01%
2,166
858
$36K ﹤0.01%
870
859
$36K ﹤0.01%
862
+4
860
$36K ﹤0.01%
731
861
$36K ﹤0.01%
696
+5
862
$35K ﹤0.01%
32
+21
863
$35K ﹤0.01%
700
864
$35K ﹤0.01%
814
+114
865
$35K ﹤0.01%
382
866
$34K ﹤0.01%
566
867
$34K ﹤0.01%
350
868
$34K ﹤0.01%
300
+50
869
$33K ﹤0.01%
+34,097
870
$33K ﹤0.01%
1,091
871
$33K ﹤0.01%
625
872
$33K ﹤0.01%
561
873
$33K ﹤0.01%
325
874
$33K ﹤0.01%
316
-415
875
$33K ﹤0.01%
556
33 34
35
36 37