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
126
$5.22M 0.23%
245,859
-450
127
$5.22M 0.23%
119,683
+7,582
128
$5.21M 0.23%
515,761
+169,458
129
$5.17M 0.23%
569,169
+2,402
130
$5.14M 0.22%
+126,323
131
$5.13M 0.22%
150,350
-26,667
132
$5.05M 0.22%
1,159,103
133
$5.04M 0.22%
+124,117
134
$4.89M 0.21%
108,391
+5
135
$4.76M 0.21%
282,185
+113,445
136
$4.75M 0.21%
82,234
-258
137
$4.63M 0.2%
59,448
-5,258
138
$4.55M 0.2%
2,318
+85
139
$4.51M 0.2%
29,897
-1,095
140
$4.5M 0.2%
65,016
+13,003
141
$4.49M 0.2%
32,342
-325
142
$4.46M 0.19%
79,870
+15,090
143
$4.3M 0.19%
36,134
+34,400
144
$4.29M 0.19%
34,395
-623
145
$4.19M 0.18%
24,356
+2,015
146
$4.19M 0.18%
216,900
+22,533
147
$4.17M 0.18%
+147,599
148
$4.12M 0.18%
193,500
+157,200
149
$4.1M 0.18%
+145,910
150
$4.04M 0.18%
794,250
4 5
6
7 8