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
951
$20K ﹤0.01%
1,698
952
$19K ﹤0.01%
111
953
$19K ﹤0.01%
+2,200
954
$19K ﹤0.01%
1,388
955
$19K ﹤0.01%
+400
956
$19K ﹤0.01%
+2,000
957
$19K ﹤0.01%
100
-15
958
$19K ﹤0.01%
643
959
$19K ﹤0.01%
553
-295
960
$19K ﹤0.01%
30
961
$18K ﹤0.01%
301
962
$18K ﹤0.01%
352
963
$18K ﹤0.01%
200
964
$18K ﹤0.01%
230
-110
965
$18K ﹤0.01%
657
966
$18K ﹤0.01%
471
+107
967
$17K ﹤0.01%
414
+214
968
$17K ﹤0.01%
538
969
$17K ﹤0.01%
231
970
$17K ﹤0.01%
600
971
$17K ﹤0.01%
275
972
$17K ﹤0.01%
610
973
$17K ﹤0.01%
167
974
$17K ﹤0.01%
+552
975
$16K ﹤0.01%
+811
37 38
39
40 41