AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1326
0
1327
$0 ﹤0.01%
84
1328
-26,430
1329
-200
1330
-100
1331
-132,270
1332
0
1333
-67
1334
-223
1335
0
1336
0
1337
0
1338
0
1339
0
1340
-31,791
1341
-300
1342
$0 ﹤0.01%
+58
1343
$0 ﹤0.01%
9
-701
1344
-1,000
1345
-236
1346
-600
1347
-8,567
1348
$0 ﹤0.01%
+75
1349
-45
1350
-16,297