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
26
$18.2M 0.79%
+93,808
27
$18M 0.78%
570,400
28
$17.7M 0.77%
148,101
+1,182
29
$16.9M 0.74%
714,850
30
$16.6M 0.72%
426,443
-90,657
31
$16.3M 0.71%
70,461
+3,351
32
$16M 0.7%
73,450
+1,543
33
$15.4M 0.67%
556,700
+12,760
34
$15.2M 0.66%
1,047,135
+4,853
35
$15.2M 0.66%
428,458
+119,075
36
$14.3M 0.62%
+185,514
37
$14.3M 0.62%
47,843
-11
38
$14.2M 0.62%
66,011
+6,096
39
$14M 0.61%
257,439
-24,328
40
$13.9M 0.61%
1,297,591
+239,233
41
$13.9M 0.61%
407,909
+9,801
42
$13.8M 0.6%
481,282
+16,019
43
$13.7M 0.6%
224,840
-3,551
44
$13.7M 0.6%
71,365
-16,390
45
$13.7M 0.6%
164,824
+7,675
46
$13.6M 0.59%
145,033
+1,448
47
$13.6M 0.59%
4,540,594
+94,751
48
$13.4M 0.58%
403,856
+24,694
49
$13.2M 0.57%
121,266
+4,692
50
$13M 0.57%
+379,360
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