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
376
$757K 0.03%
49,702
+2
377
$757K 0.03%
12,250
-1,202
378
$754K 0.03%
42,585
379
$753K 0.03%
30,275
+5,236
380
$751K 0.03%
47,490
-2,000
381
$740K 0.03%
51,722
382
$738K 0.03%
152,176
-47
383
$731K 0.03%
4,362
-489
384
$731K 0.03%
13,631
-3,748
385
$731K 0.03%
37,268
+13,373
386
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13,134
+2,936
387
$717K 0.03%
+45,231
388
$716K 0.03%
210,000
-5,000
389
$716K 0.03%
8,254
390
$714K 0.03%
321,686
+2,016
391
$713K 0.03%
+51,000
392
$704K 0.03%
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-151
393
$698K 0.03%
325,989
+1,185
394
$695K 0.03%
+13,300
395
$693K 0.03%
49,522
+11,107
396
$675K 0.03%
19,460
+4,040
397
$672K 0.03%
120,053
+478
398
$669K 0.03%
+18,143
399
$655K 0.03%
5,854
+188
400
$653K 0.03%
466,125
+1,637
14 15
16
17 18