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
926
$24K ﹤0.01%
175
927
$24K ﹤0.01%
594
928
$24K ﹤0.01%
1,428
+4
929
$24K ﹤0.01%
4,268
930
$23K ﹤0.01%
660
931
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255
932
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800
933
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600
934
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343
-109
935
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150
936
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344
937
$21K ﹤0.01%
+456
938
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820
939
$21K ﹤0.01%
275
940
$21K ﹤0.01%
471
-87
941
$21K ﹤0.01%
2,700
942
$21K ﹤0.01%
420
943
$21K ﹤0.01%
+62
944
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161
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945
$21K ﹤0.01%
788
946
$21K ﹤0.01%
730
947
$20K ﹤0.01%
+584
948
$20K ﹤0.01%
525
949
$20K ﹤0.01%
225
950
$20K ﹤0.01%
+1,000