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
1076
$9K ﹤0.01%
210
1077
$9K ﹤0.01%
473
1078
$9K ﹤0.01%
1,177
1079
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300
1080
$9K ﹤0.01%
1,078
1081
$9K ﹤0.01%
500
-2,500
1082
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22
1083
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+50
1084
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+237
1085
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500
1086
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68
1087
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216
+16
1089
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100
1090
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477
1091
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746
-529
1092
$8K ﹤0.01%
400
1093
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240
-1,104
1094
$7K ﹤0.01%
+515
1095
$7K ﹤0.01%
347
+37
1096
$7K ﹤0.01%
2,420
1097
$7K ﹤0.01%
150
1098
$7K ﹤0.01%
30
1099
$7K ﹤0.01%
+343
1100
$7K ﹤0.01%
129
42 43
44
45 46