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
976
$16K ﹤0.01%
805
977
$16K ﹤0.01%
+400
978
$16K ﹤0.01%
100
979
$16K ﹤0.01%
1,265
980
$16K ﹤0.01%
6,921
-350
981
$16K ﹤0.01%
521
982
$15K ﹤0.01%
+561
983
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200
984
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186
985
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966
+299
986
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400
987
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+280
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289
989
$14K ﹤0.01%
350
+30
990
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700
991
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285
992
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450
-2,700
993
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925
994
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230
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995
$14K ﹤0.01%
500
996
$14K ﹤0.01%
288
997
$14K ﹤0.01%
621
998
$14K ﹤0.01%
1,250
999
$14K ﹤0.01%
240
1000
$14K ﹤0.01%
210
38 39
40
41 42