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
1026
$12K ﹤0.01%
1,000
1027
$12K ﹤0.01%
135
-320
1028
$12K ﹤0.01%
+71
1029
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+48
1030
$12K ﹤0.01%
2,500
1031
$12K ﹤0.01%
200
1032
$12K ﹤0.01%
250,000
1033
$11K ﹤0.01%
753
1034
$11K ﹤0.01%
+185
1035
$11K ﹤0.01%
50
1036
$11K ﹤0.01%
500
1037
$11K ﹤0.01%
35
1038
$11K ﹤0.01%
100
1039
$11K ﹤0.01%
500
1040
$11K ﹤0.01%
+100
1041
$11K ﹤0.01%
161
1042
$11K ﹤0.01%
205
1043
$11K ﹤0.01%
400
1044
$11K ﹤0.01%
125
1045
$11K ﹤0.01%
498
+200
1046
$11K ﹤0.01%
800
1047
$11K ﹤0.01%
769
1048
$11K ﹤0.01%
1,109
1049
$11K ﹤0.01%
450
1050
$11K ﹤0.01%
175
40 41
42
43 44