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
1201
$2K ﹤0.01%
+10
1202
$2K ﹤0.01%
64
1203
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25
1204
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100
1205
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388
-11,579
1206
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+57
1207
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202
1208
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27
1209
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1210
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25
1211
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+100
1212
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182
1213
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47
1214
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+15
1215
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525
1216
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+80
1217
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18
+11
1218
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+36
1219
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100
1220
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100
1221
$2K ﹤0.01%
68
-6,250
1222
$2K ﹤0.01%
8
1223
$2K ﹤0.01%
14
+4
1224
$2K ﹤0.01%
333
1225
$2K ﹤0.01%
299
47 48
49
50 51