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
76
$7.75M 0.31%
304,129
-84,134
77
$7.68M 0.31%
139,383
-57,278
78
$7.62M 0.3%
164,230
-2,604
79
$7.58M 0.3%
185,246
-100
80
$7.27M 0.29%
61,612
+1,108
81
$7.25M 0.29%
345,130
-4,395
82
$7.06M 0.28%
370,643
+93,007
83
$7.05M 0.28%
634,771
+30,369
84
$6.98M 0.28%
78,258
-11,021
85
$6.96M 0.28%
360,415
-14,350
86
$6.93M 0.28%
186,975
+6,900
87
$6.91M 0.27%
133,346
+64,273
88
$6.78M 0.27%
271,446
+55,721
89
$6.69M 0.27%
91,340
-4,220
90
$6.67M 0.26%
424,720
-16,838
91
$6.58M 0.26%
60,464
+1,796
92
$6.55M 0.26%
81,237
93
$6.54M 0.26%
102,698
+6,419
94
$6.3M 0.25%
292,695
+13,007
95
$6.25M 0.25%
128,835
+12,291
96
$6.22M 0.25%
63,526
-20,677
97
$6.21M 0.25%
409,500
98
$6.15M 0.24%
70,696
-9,060
99
$6.09M 0.24%
16,965
+9,226
100
$5.95M 0.24%
1,143,789
+31,798
2 3
4
5 6