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
151
$3.96M 0.17%
171,492
+1,875
152
$3.93M 0.17%
+102,719
153
$3.92M 0.17%
119,180
-111,697
154
$3.92M 0.17%
13,609
+851
155
$3.92M 0.17%
98,289
+45,638
156
$3.91M 0.17%
24,156
-371
157
$3.88M 0.17%
343,700
158
$3.8M 0.17%
+36,402
159
$3.78M 0.17%
73,361
+4,628
160
$3.78M 0.16%
27,501
+1,047
161
$3.77M 0.16%
46,942
-333
162
$3.76M 0.16%
46,375
+79
163
$3.66M 0.16%
707,344
+90,000
164
$3.65M 0.16%
55,133
-2,279
165
$3.61M 0.16%
143,118
-144,309
166
$3.53M 0.15%
32,080
+331
167
$3.51M 0.15%
46,406
+4,128
168
$3.49M 0.15%
55,309
-1,204
169
$3.45M 0.15%
38,988
-6,621
170
$3.43M 0.15%
33,724
-1,839
171
$3.41M 0.15%
58,576
+8,608
172
$3.37M 0.15%
61,292
-694
173
$3.32M 0.15%
51,855
+3,686
174
$3.32M 0.14%
20,786
-1,169
175
$3.28M 0.14%
115,381
+63,469
5 6
7
8 9