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
1351
-2,264
1352
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1353
-3,925
1354
$0 ﹤0.01%
2,000
1355
$0 ﹤0.01%
+188
1356
$0 ﹤0.01%
18
1357
-35,058
1358
-100
1359
-45,010
1360
-477
1361
0
1362
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1363
$0 ﹤0.01%
9
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$0 ﹤0.01%
25
-422
1367
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1368
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1369
-10,951
1370
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1371
$0 ﹤0.01%
500
1372
0
1373
-20,000
1374
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1375
-31,780