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
401
$650K 0.03%
20,850
+2,180
402
$647K 0.03%
12,839
-2,000
403
$645K 0.03%
7,335
+33
404
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+30,000
405
$644K 0.03%
12,423
406
$643K 0.03%
24,713
407
$634K 0.03%
44,710
+32,050
408
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16,646
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409
$631K 0.03%
47,973
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410
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+2,809
411
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38,002
412
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73,805
-35,406
413
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10,542
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414
$618K 0.03%
2,857
+897
415
$617K 0.03%
5,365
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416
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9,843
417
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56,730
418
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55,593
-4,408
419
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+6,502
420
$609K 0.03%
19,870
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421
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10,000
+1,500
422
$599K 0.03%
17,500
423
$597K 0.03%
9,643
+2,318
424
$587K 0.03%
14,351
+3,316
425
$585K 0.03%
14,630
+1,830
15 16
17
18 19