AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 10.43%
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%
594
927
$24K ﹤0.01%
1,428
+4
928
$24K ﹤0.01%
4,268
929
$23K ﹤0.01%
660
930
$22K ﹤0.01%
344
931
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255
932
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800
933
$22K ﹤0.01%
600
934
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455
-144
935
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150
936
$21K ﹤0.01%
+456
937
$21K ﹤0.01%
820
938
$21K ﹤0.01%
275
939
$21K ﹤0.01%
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940
$21K ﹤0.01%
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941
$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
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945
$21K ﹤0.01%
730
946
$20K ﹤0.01%
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947
$20K ﹤0.01%
525
948
$20K ﹤0.01%
225
949
$20K ﹤0.01%
+1,000
950
$20K ﹤0.01%
1,698