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
101
$5.92M 0.24%
16,673
-131
102
$5.78M 0.23%
4,379,730
-309,980
103
$5.7M 0.23%
34,480
-286
104
$5.64M 0.22%
171,066
+72,785
105
$5.63M 0.22%
31,801
+876
106
$5.63M 0.22%
111,498
+36,981
107
$5.6M 0.22%
231,440
-57,570
108
$5.56M 0.22%
27,795
-34
109
$5.45M 0.22%
83,420
+59,746
110
$5.43M 0.22%
103,995
-3,519
111
$5.38M 0.21%
40,208
+3,990
112
$5.33M 0.21%
116,873
-1,560
113
$5.32M 0.21%
94,461
-1,329
114
$5.27M 0.21%
142,758
+145
115
$5.25M 0.21%
150,746
+14,585
116
$5.17M 0.21%
89,860
+11,620
117
$5.16M 0.2%
22,786
-15,930
118
$5.12M 0.2%
98,390
-1,350
119
$5.11M 0.2%
555,948
-2,461
120
$5.09M 0.2%
109,998
+22,590
121
$5.05M 0.2%
71,981
+8,712
122
$5M 0.2%
693,734
+233,634
123
$4.95M 0.2%
132,724
-83,869
124
$4.87M 0.19%
126,190
-529
125
$4.86M 0.19%
28,542
+42
3 4
5
6 7