AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
901
$27K ﹤0.01%
1,000
902
$27K ﹤0.01%
1,443
-275
903
$27K ﹤0.01%
800
904
$27K ﹤0.01%
1,124
905
$27K ﹤0.01%
1,786
906
$27K ﹤0.01%
500
907
$27K ﹤0.01%
600
-75
908
$27K ﹤0.01%
+2,750
909
$26K ﹤0.01%
310
+142
910
$26K ﹤0.01%
1,069
-13
911
$26K ﹤0.01%
397
912
$26K ﹤0.01%
425
913
$26K ﹤0.01%
2,304
914
$26K ﹤0.01%
600
915
$26K ﹤0.01%
274
+20
916
$26K ﹤0.01%
400
917
$26K ﹤0.01%
1,850
-5,479
918
$25K ﹤0.01%
500
919
$25K ﹤0.01%
600
920
$25K ﹤0.01%
300
921
$25K ﹤0.01%
425
+200
922
$25K ﹤0.01%
450
923
$25K ﹤0.01%
1,000
924
$24K ﹤0.01%
20,000
-59,048
925
$24K ﹤0.01%
1,576
35 36
37
38 39