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
576
$206K 0.01%
2,297
-178
577
$203K 0.01%
+4,652
578
$203K 0.01%
27,498
579
$202K 0.01%
+1,618
580
$202K 0.01%
+790
581
$202K 0.01%
+4,488
582
$201K 0.01%
2,000
583
$200K 0.01%
25,590
584
$199K 0.01%
8,905
-7,305
585
$198K 0.01%
+53,818
586
$197K 0.01%
139
+1
587
$195K 0.01%
12,110
588
$192K 0.01%
+20,684
589
$189K 0.01%
25,441
-36,650
590
$189K 0.01%
14,379
-17,812
591
$183K 0.01%
41,600
-10,000
592
$181K 0.01%
+19,861
593
$175K 0.01%
11,388
594
$172K 0.01%
+31,429
595
$153K 0.01%
5,000
596
$150K 0.01%
+16,342
597
$131K 0.01%
261
+20
598
$128K 0.01%
15,989
599
$128K 0.01%
20,000
-50,000
600
$125K 0.01%
+10,000
22 23
24
25 26