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
301
$1.14M 0.05%
82,562
-7,728
302
$1.13M 0.05%
47,700
+200
303
$1.13M 0.05%
214,976
+800
304
$1.1M 0.05%
15,022
-171
305
$1.1M 0.05%
171,715
306
$1.1M 0.05%
108,624
307
$1.09M 0.05%
10,638
+2,347
308
$1.08M 0.05%
76,036
-750
309
$1.07M 0.05%
50,196
+212
310
$1.07M 0.05%
17,561
-30
311
$1.07M 0.05%
170,343
+59,655
312
$1.06M 0.05%
5,493
+100
313
$1.06M 0.05%
11,918
+31
314
$1.05M 0.05%
222,624
+177
315
$1.05M 0.05%
+60,490
316
$1.04M 0.05%
72,720
317
$1.04M 0.05%
87,582
-2,250
318
$1.04M 0.05%
162,190
-155,199
319
$1.02M 0.04%
70,460
-173,067
320
$1.02M 0.04%
8,630
321
$1.02M 0.04%
19,264
322
$1.01M 0.04%
258,951
+16,829
323
$996K 0.04%
9,000
+3,000
324
$995K 0.04%
91,506
+582
325
$990K 0.04%
17,900
11 12
13
14 15