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
176
$2.94M 0.12%
81,289
+7,586
177
$2.94M 0.12%
35,498
+3,134
178
$2.82M 0.11%
10,752
-1,492
179
$2.79M 0.11%
60,954
-41,785
180
$2.77M 0.11%
439
-197
181
$2.75M 0.11%
29,507
-323
182
$2.75M 0.11%
70,183
-117,978
183
$2.7M 0.11%
337,859
+50,270
184
$2.68M 0.11%
945
185
$2.64M 0.11%
356,727
-117,263
186
$2.63M 0.1%
41,459
+3,480
187
$2.59M 0.1%
17,396
+225
188
$2.57M 0.1%
131,943
-1,805
189
$2.52M 0.1%
21,766
-771
190
$2.5M 0.1%
98,440
+32,890
191
$2.46M 0.1%
5,015
+567
192
$2.46M 0.1%
12,140
-490
193
$2.45M 0.1%
40,578
+460
194
$2.44M 0.1%
35,849
-55
195
$2.42M 0.1%
5,099
-248
196
$2.4M 0.1%
34,611
-127
197
$2.33M 0.09%
10,886
+54
198
$2.33M 0.09%
15,470
-4,950
199
$2.29M 0.09%
41,525
-1,392
200
$2.25M 0.09%
19,157
-619