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
426
$579K 0.03%
33,000
+12,000
427
$576K 0.03%
13,127
+2,282
428
$576K 0.03%
21,137
-775
429
$568K 0.02%
27,383
+4,785
430
$565K 0.02%
5,675
431
$565K 0.02%
23,500
-1,500
432
$563K 0.02%
7,089
-59
433
$557K 0.02%
45,178
+10,399
434
$556K 0.02%
42,560
+200
435
$556K 0.02%
3,313
-366
436
$552K 0.02%
5,552
-524
437
$550K 0.02%
+10,634
438
$550K 0.02%
118,248
439
$550K 0.02%
114,712
+55,646
440
$549K 0.02%
22,291
+500
441
$548K 0.02%
3,722
-167
442
$541K 0.02%
10,668
-490
443
$540K 0.02%
352,996
444
$522K 0.02%
60,225
+6,960
445
$517K 0.02%
3,599
-20
446
$514K 0.02%
4,700
-950
447
$513K 0.02%
+142,000
448
$512K 0.02%
18,712
-1,528
449
$512K 0.02%
27,800
-4,830
450
$511K 0.02%
265,000
+125,000
16 17
18
19 20