AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 +$44.1M
2 +$23.5M
3 +$11.4M
4
KSS icon
Kohl's
KSS
+$10.6M
5
APD icon
Air Products & Chemicals
APD
+$5.6M

Top Sells

1 +$91M
2 +$17.1M
3 +$8.57M
4
RAMP icon
LiveRamp
RAMP
+$6.99M
5
VAR
Varian Medical Systems, Inc.
VAR
+$6.78M

Sector Composition

1 Technology 12.01%
2 Financials 10.43%
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
1301
-20
1302
0
1303
-54
1304
0
1305
0
1306
-44
1307
-358
1308
-331
1309
-136
1310
-7,720
1311
$0 ﹤0.01%
13
1312
0
1313
0
1314
-11,500
1315
-283
1316
-2,460
1317
-1,755
1318
-2,264
1319
-1,500
1320
$0 ﹤0.01%
15
-4
1321
$0 ﹤0.01%
3
1322
-106,745
1323
-557
1324
-650
1325
-1,650