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
251
$1.64M 0.07%
21,550
-2,974
252
$1.63M 0.07%
147,500
253
$1.63M 0.07%
27,088
+125
254
$1.62M 0.07%
8,968
+210
255
$1.61M 0.07%
+6,516
256
$1.61M 0.07%
791,183
+18,278
257
$1.6M 0.07%
63,562
-2,291
258
$1.58M 0.07%
17,615
-175
259
$1.56M 0.07%
+31,235
260
$1.53M 0.07%
61,797
261
$1.53M 0.07%
+10,270
262
$1.51M 0.07%
346
+170
263
$1.49M 0.06%
923,000
+110,000
264
$1.49M 0.06%
790,000
+183,000
265
$1.45M 0.06%
460,217
-206,780
266
$1.44M 0.06%
219,027
+117,800
267
$1.44M 0.06%
16,274
-760
268
$1.42M 0.06%
+7,504
269
$1.41M 0.06%
243,453
-193
270
$1.4M 0.06%
5,996
+1,100
271
$1.37M 0.06%
7,140
+2,390
272
$1.36M 0.06%
+256,450
273
$1.36M 0.06%
+43,734
274
$1.35M 0.06%
95,176
-6,392
275
$1.34M 0.06%
286,121
+28,730
9 10
11
12 13