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
1051
$11K ﹤0.01%
75
1052
$10K ﹤0.01%
36
+30
1053
$10K ﹤0.01%
225
1054
$10K ﹤0.01%
1,034
1055
$10K ﹤0.01%
+117
1056
$10K ﹤0.01%
311
1057
$10K ﹤0.01%
4,000
1058
$10K ﹤0.01%
23
1059
$10K ﹤0.01%
10
1060
$10K ﹤0.01%
600
1061
$10K ﹤0.01%
31
1062
$10K ﹤0.01%
168
1063
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500
1064
$10K ﹤0.01%
17
1065
$10K ﹤0.01%
412
+12
1066
$10K ﹤0.01%
2,544,675
1067
$9K ﹤0.01%
257
1068
$9K ﹤0.01%
200
1069
$9K ﹤0.01%
+694
1070
$9K ﹤0.01%
246
-669
1071
$9K ﹤0.01%
300
1072
$9K ﹤0.01%
1,000
1073
$9K ﹤0.01%
+1,224
1074
$9K ﹤0.01%
129
+2
1075
$9K ﹤0.01%
201
-1,500
41 42
43
44 45