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
151
$3.83M 0.15%
16,503
+1,587
152
$3.8M 0.15%
73,750
-1,400
153
$3.76M 0.15%
237,863
-8,134
154
$3.7M 0.15%
120,350
+14,630
155
$3.69M 0.15%
46,635
-869
156
$3.68M 0.15%
244,366
+990
157
$3.65M 0.14%
709,755
158
$3.65M 0.14%
61,070
+1,780
159
$3.62M 0.14%
23,954
-324
160
$3.59M 0.14%
51,744
-2,436
161
$3.56M 0.14%
25,867
-62,158
162
$3.54M 0.14%
227,292
163
$3.53M 0.14%
816,550
+2,000
164
$3.49M 0.14%
514,231
-500
165
$3.4M 0.14%
1,990
-163
166
$3.34M 0.13%
175,333
-45,655
167
$3.34M 0.13%
117,174
-25,710
168
$3.26M 0.13%
40,788
-12,085
169
$3.26M 0.13%
47,791
-26,223
170
$3.25M 0.13%
268,849
+877
171
$3.24M 0.13%
+56,750
172
$3.22M 0.13%
46,980
-19,070
173
$3.19M 0.13%
54,110
-7,500
174
$3.13M 0.12%
46,298
175
$3M 0.12%
21,689
+1,371
5 6
7
8 9