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
76
$9.32M 0.41%
356,782
-8,906
77
$9.18M 0.4%
144,616
+22,730
78
$9.03M 0.39%
+104,040
79
$8.95M 0.39%
113,089
-19,837
80
$8.64M 0.38%
29,111
+894
81
$8.58M 0.37%
366,666
+91,794
82
$8.5M 0.37%
203,934
+53,786
83
$8.48M 0.37%
241,631
+141,137
84
$8.48M 0.37%
+191,640
85
$8.26M 0.36%
297,643
+16,772
86
$8.23M 0.36%
516,766
+12,858
87
$8.2M 0.36%
115,039
+56,515
88
$8.16M 0.36%
204,029
-19,105
89
$8.16M 0.36%
64,554
90
$8.09M 0.35%
99,801
+2,575
91
$8.09M 0.35%
794,544
-109,243
92
$8.05M 0.35%
+756,393
93
$7.69M 0.34%
58,110
+11,400
94
$7.68M 0.34%
203,280
+125,285
95
$7.67M 0.33%
587,943
-151,000
96
$7.55M 0.33%
183,873
+1,646
97
$7.46M 0.33%
142,270
-4,524
98
$7.33M 0.32%
81,457
+37,780
99
$7.32M 0.32%
+19,231
100
$7.27M 0.32%
188,195
-3,405
2 3
4
5 6