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
451
$510K 0.02%
133,417
+122,417
452
$502K 0.02%
+16,180
453
$500K 0.02%
20,000
454
$495K 0.02%
8,410
-2,022
455
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+4,601
456
$489K 0.02%
31,921
-2,800
457
$481K 0.02%
4,448
458
$477K 0.02%
30,130
+10,486
459
$477K 0.02%
20,287
+40
460
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7,296
+1,303
461
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31,979
+9,817
462
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6,347
-103
463
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12,984
464
$471K 0.02%
4,909
+327
465
$465K 0.02%
24,650
+1,075
466
$461K 0.02%
19,182
467
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19,554
-1,644
468
$457K 0.02%
275,158
-32,599
469
$456K 0.02%
+2,425
470
$448K 0.02%
1,621
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471
$444K 0.02%
3,819
+1,183
472
$443K 0.02%
42,160
+592
473
$441K 0.02%
3,422
+400
474
$438K 0.02%
27,170
-23,490
475
$431K 0.02%
8,034
-4,068
17 18
19
20 21