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
526
$313K 0.01%
13,248
+298
527
$311K 0.01%
3,570
-41
528
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529
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530
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531
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532
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533
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534
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535
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-5,550
536
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537
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540
$283K 0.01%
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541
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544
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546
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16,000
547
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15,829
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548
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14,823
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549
$263K 0.01%
6,726
-8,302
550
$260K 0.01%
+2,056
20 21
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