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
1251
$1K ﹤0.01%
+10
1252
$1K ﹤0.01%
108
1253
$1K ﹤0.01%
25
1254
$1K ﹤0.01%
+9
1255
$1K ﹤0.01%
32
1256
$1K ﹤0.01%
135
1257
$1K ﹤0.01%
+5
1258
$1K ﹤0.01%
50
+1
1259
$1K ﹤0.01%
6
1260
$1K ﹤0.01%
11
1261
$1K ﹤0.01%
+14
1262
$1K ﹤0.01%
28
1263
$1K ﹤0.01%
121
1264
$1K ﹤0.01%
10
1265
$1K ﹤0.01%
25
1266
$1K ﹤0.01%
+5
1267
$1K ﹤0.01%
+5
1268
$1K ﹤0.01%
+15
1269
$1K ﹤0.01%
+10
1270
$1K ﹤0.01%
1,900
1271
$1K ﹤0.01%
45,000
1272
$1K ﹤0.01%
645
1273
$0 ﹤0.01%
500
1274
$0 ﹤0.01%
250
1275
$0 ﹤0.01%
+2