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
$2.28B
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
276
$1.34M 0.06%
87,254
-172
277
$1.34M 0.06%
113,858
+5,204
278
$1.33M 0.06%
111,442
+17,000
279
$1.32M 0.06%
+52,500
280
$1.3M 0.06%
10,879
+85
281
$1.3M 0.06%
180,172
+100,002
282
$1.29M 0.06%
680,548
+211,515
283
$1.28M 0.06%
48,640
284
$1.28M 0.06%
16,519
+4
285
$1.27M 0.06%
107,780
+18,900
286
$1.27M 0.06%
+849
287
$1.23M 0.05%
271,619
288
$1.23M 0.05%
45,233
289
$1.23M 0.05%
25,220
-7,340
290
$1.22M 0.05%
8,049
+2,507
291
$1.22M 0.05%
35,572
+255
292
$1.2M 0.05%
60,170
+1,240
293
$1.19M 0.05%
42,631
+90
294
$1.19M 0.05%
206,214
-5,000
295
$1.18M 0.05%
185,845
+18,764
296
$1.18M 0.05%
126,074
297
$1.17M 0.05%
8,338
-744
298
$1.16M 0.05%
232,714
+980
299
$1.16M 0.05%
5,378
300
$1.16M 0.05%
169,294
+456
10 11
12
13 14