AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
201
$2.23M 0.09%
40,051
+479
202
$2.2M 0.09%
58,797
+2,570
203
$2.19M 0.09%
98,410
+39,485
204
$2.17M 0.09%
36,854
-66,206
205
$2.17M 0.09%
157,040
-23,020
206
$2.16M 0.09%
41,736
+1,489
207
$2.16M 0.09%
99,405
-899
208
$2.16M 0.09%
129,052
-4,112
209
$2.14M 0.09%
22,933
+1,628
210
$2.12M 0.08%
130,979
+110,000
211
$2.1M 0.08%
20,583
-583
212
$2.09M 0.08%
33,888
-350
213
$2.08M 0.08%
60,566
-3,133
214
$2.07M 0.08%
37,949
+16,294
215
$2.06M 0.08%
40,336
+19,600
216
$2.05M 0.08%
22,227
+388
217
$2.03M 0.08%
80,988
-26,122
218
$2.01M 0.08%
68,649
-1,575
219
$1.98M 0.08%
38,516
220
$1.97M 0.08%
21,769
-800
221
$1.93M 0.08%
380,500
222
$1.93M 0.08%
42,174
+6,340
223
$1.92M 0.08%
76,770
+19,000
224
$1.92M 0.08%
20,290
+27
225
$1.91M 0.08%
5,805,589
-300,000
7 8
9
10 11