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
1
$81M 3.22%
699,375
-55,525
2
$68.8M 2.73%
1,909,177
+1,442,882
3
$67.2M 2.67%
218,498
+4,135
4
$54.2M 2.15%
257,645
+7,027
5
$48.2M 1.92%
402,388
+4
6
$46.4M 1.84%
914,387
+11,155
7
$37.9M 1.51%
254,681
+7,877
8
$33.6M 1.33%
132,036
+1,636
9
$33.5M 1.33%
443,742
-18,800
10
$29.3M 1.16%
2,179,572
-159,636
11
$29M 1.15%
506,170
+428,520
12
$28.4M 1.13%
172,778
+3,981
13
$28.4M 1.13%
102,276
+1,480
14
$27.7M 1.1%
287,667
+16,835
15
$27.1M 1.08%
966,122
+17,472
16
$26.8M 1.06%
215,952
-918
17
$26.3M 1.04%
189,135
+1,442
18
$26.3M 1.04%
588,799
-2,022,976
19
$25.7M 1.02%
82,291
+1,155
20
$24.6M 0.98%
189,403
-509
21
$23.1M 0.92%
635,220
+2,810
22
$22M 0.87%
171,121
+3,833
23
$22M 0.87%
129,363
+7,191
24
$21.8M 0.86%
903,217
-10,763
25
$20.9M 0.83%
166,209
+1,177
1
2 3 4 5