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
601
$122K 0.01%
+50,000
602
$120K 0.01%
15,864
603
$118K 0.01%
+19,190
604
$113K ﹤0.01%
33,623
605
$88K ﹤0.01%
1,413
606
$87K ﹤0.01%
+2,000
607
$86K ﹤0.01%
17,000
-5,000
608
$85K ﹤0.01%
12,740
609
$81K ﹤0.01%
2
610
$68K ﹤0.01%
5,167
611
$55K ﹤0.01%
10,518
612
$46K ﹤0.01%
87
613
$44K ﹤0.01%
14,000
614
$36K ﹤0.01%
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615
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616
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617
– –
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620
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623
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625
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0
23 24
25
26 27