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
1276
$0 ﹤0.01%
15
-4
1277
$0 ﹤0.01%
3
1278
– –
-106,745
1279
– –
-557
1280
– –
-650
1281
– –
-1,650
1282
– –
-50
1283
– –
-11,521
1284
– –
-15
1285
– –
0
1286
– –
-100
1287
– –
0
1288
– –
-800
1289
– –
-409
1290
– –
-1
1291
– –
0
1292
$0 ﹤0.01%
+8
1293
– –
-360
1294
– –
0
1295
$0 ﹤0.01%
84
1296
– –
-26,430
1297
– –
-200
1298
– –
-100
1299
– –
-132,270
1300
– –
0
50 51
52
53 54