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
126
$4.86M 0.19%
244,509
-300
127
$4.77M 0.19%
1,258,373
128
$4.75M 0.19%
122,090
-23,370
129
$4.71M 0.19%
23,950
-44
130
$4.71M 0.19%
310,838
+212,189
131
$4.7M 0.19%
30,551
+273
132
$4.67M 0.19%
154,783
-15,810
133
$4.66M 0.19%
16,770
+2,589
134
$4.66M 0.18%
56,794
-820
135
$4.65M 0.18%
454,500
-200
136
$4.55M 0.18%
177,900
-3,790
137
$4.46M 0.18%
54,488
-6,400
138
$4.46M 0.18%
165,220
+71,175
139
$4.38M 0.17%
106,150
-12,410
140
$4.28M 0.17%
49,830
+245
141
$4.28M 0.17%
25,791
-755
142
$4.24M 0.17%
1,899,284
143
$4.21M 0.17%
301,595
+1,771
144
$4.09M 0.16%
20,743
-729
145
$4.04M 0.16%
237,877
146
$4.02M 0.16%
155,424
-1,350
147
$3.99M 0.16%
101,998
+57
148
$3.95M 0.16%
56,380
+29,440
149
$3.94M 0.16%
18,173
-363
150
$3.94M 0.16%
79,128
+744
4 5
6
7 8