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
476
$429K 0.02%
+28,829
477
$421K 0.02%
101,602
+461
478
$417K 0.02%
3,500
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479
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5,576
-140
480
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+12,883
481
$414K 0.02%
+2,458
482
$413K 0.02%
8,666
-49,237
483
$410K 0.02%
+250,000
484
$409K 0.02%
2,352
485
$408K 0.02%
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-75
486
$406K 0.02%
20,100
487
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49,875
488
$402K 0.02%
45,250
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489
$400K 0.02%
18,000
-2,000
490
$399K 0.02%
+4,780
491
$398K 0.02%
5,248
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492
$391K 0.02%
9,562
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493
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21,093
-5,970
494
$380K 0.02%
5,959
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495
$380K 0.02%
12,734
496
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14,638
-4,590
497
$373K 0.02%
6,980
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498
$370K 0.02%
6,230
499
$369K 0.02%
2,401
-55
500
$364K 0.02%
9,630
18 19
20
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