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
51
$12.9M 0.56%
314,558
+66,993
52
$12.9M 0.56%
646,612
+180,146
53
$12.5M 0.55%
391,643
+13,273
54
$11.9M 0.52%
196,979
+6,836
55
$11.7M 0.51%
366,507
56
$11.7M 0.51%
769,683
+487,904
57
$11.4M 0.5%
88,488
+3,403
58
$11.3M 0.49%
963,885
-81,625
59
$11.2M 0.49%
118,546
-444
60
$11M 0.48%
135,973
-4,079
61
$11M 0.48%
399,788
-168,466
62
$10.9M 0.48%
93,723
+27,432
63
$10.7M 0.47%
65,426
+4,639
64
$10.5M 0.46%
512,687
-10,792
65
$10.5M 0.46%
378,561
+18,357
66
$10.4M 0.45%
38,215
-12
67
$10.3M 0.45%
186,594
+102,705
68
$10.1M 0.44%
164,960
+1,100
69
$9.87M 0.43%
22,156
+1,927
70
$9.69M 0.42%
387,855
-145,593
71
$9.64M 0.42%
186,376
-22,090
72
$9.61M 0.42%
608,284
+22,169
73
$9.6M 0.42%
358,957
-60,093
74
$9.45M 0.41%
110,017
+19,904
75
$9.34M 0.41%
232,029
-36
1 2
3
4 5