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
501
$362K 0.02%
7,257
-489
502
$358K 0.02%
34,374
503
$356K 0.02%
+10,050
504
$353K 0.02%
+1,962
505
$350K 0.02%
18,805
506
$344K 0.02%
+2,199
507
$344K 0.02%
28,116
+650
508
$339K 0.01%
1,261
-400
509
$338K 0.01%
6,106
+556
510
$337K 0.01%
20,871
+20,270
511
$336K 0.01%
44,000
+6,000
512
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10,650
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513
$334K 0.01%
44,600
-1,500
514
$333K 0.01%
8,877
515
$331K 0.01%
1,234
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516
$330K 0.01%
9,390
-1,939
517
$327K 0.01%
3,000
518
$325K 0.01%
12,746
519
$324K 0.01%
5,070
520
$323K 0.01%
20,000
-3,500
521
$321K 0.01%
29,280
522
$317K 0.01%
3,114
523
$317K 0.01%
5,545
524
$317K 0.01%
4,571
-47
525
$314K 0.01%
1,907
19 20
21
22 23