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
1376
$0 ﹤0.01%
+10
1377
$0 ﹤0.01%
1,000
1378
– –
-6
1379
$0 ﹤0.01%
48,156
1380
– –
-63,203
1381
– –
0
1382
– –
0
1383
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0
1384
– –
-146
1385
$0 ﹤0.01%
1,000,000
1386
– –
0
1387
$0 ﹤0.01%
64,300
1388
$0 ﹤0.01%
1
1389
$0 ﹤0.01%
35,100
1390
$0 ﹤0.01%
5,450
1391
$0 ﹤0.01%
1,248,000
1392
$0 ﹤0.01%
640
1393
$0 ﹤0.01%
50,000
1394
– –
-109
1395
$0 ﹤0.01%
142
1396
$0 ﹤0.01%
1,000
1397
– –
0
52 53 54 55
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