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
101
$7.25M 0.32%
157,250
-7,000
102
$7.19M 0.31%
251,659
-12,534
103
$7.12M 0.31%
+68,715
104
$7.07M 0.31%
250,748
+69
105
$6.7M 0.29%
+564,650
106
$6.64M 0.29%
69,288
-129
107
$6.46M 0.28%
297,249
-284
108
$6.23M 0.27%
52,308
-1,314
109
$6.15M 0.27%
240,220
-4,913
110
$6.13M 0.27%
83,615
-217
111
$6.08M 0.27%
81,237
112
$5.98M 0.26%
52,850
+1,869
113
$5.83M 0.25%
148,739
-13,772
114
$5.8M 0.25%
82,193
+756
115
$5.73M 0.25%
103,290
+29,840
116
$5.72M 0.25%
93,640
+1,260
117
$5.7M 0.25%
132,575
+2,125
118
$5.56M 0.24%
89,551
-73,576
119
$5.54M 0.24%
96,764
+9,277
120
$5.49M 0.24%
63,933
-5,536
121
$5.4M 0.24%
88,500
-19,511
122
$5.34M 0.23%
109,373
-14,899
123
$5.31M 0.23%
1,794,914
+38,547
124
$5.28M 0.23%
126,468
-47,130
125
$5.25M 0.23%
+62,770
3 4
5
6 7