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
$2.28B
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$19.5M
3
+$18.5M
4
AMGN icon
Amgen
AMGN
+$18.2M
5
ASH icon
Ashland
ASH
+$14.3M

Top Sells

1
+$10.8M
2
+$10M
3
+$9.8M
4
RTN
Raytheon Company
RTN
+$9.74M
5
UFPT icon
UFP Technologies
UFPT
+$6.16M

Sector Composition

1 Financials 11.75%
2 Technology 10.94%
3 Industrials 10.56%
4 Consumer Discretionary 8.14%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.99M 0.09%
39,453
-502
227
$1.98M 0.09%
34,262
-395
228
$1.97M 0.09%
11,052
-1,032
229
$1.94M 0.08%
9,888
-49,650
230
$1.9M 0.08%
45,357
+30,727
231
$1.88M 0.08%
23,234
-19
232
$1.87M 0.08%
+37,248
233
$1.83M 0.08%
30,044
+5,000
234
$1.82M 0.08%
34,724
235
$1.81M 0.08%
38,916
-100
236
$1.81M 0.08%
+24,357
237
$1.8M 0.08%
+47,510
238
$1.79M 0.08%
35,149
239
$1.79M 0.08%
36,462
-4,022
240
$1.76M 0.08%
23,718
+100
241
$1.76M 0.08%
40,614
+12,532
242
$1.74M 0.08%
10,224
+100
243
$1.73M 0.08%
22,852
-36,385
244
$1.72M 0.07%
+12,335
245
$1.7M 0.07%
11,958
-349
246
$1.69M 0.07%
+10,440
247
$1.68M 0.07%
183,276
248
$1.68M 0.07%
117,106
-375,018
249
$1.68M 0.07%
35,893
-1,499
250
$1.65M 0.07%
11,560
+450
8 9
10
11 12