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
176
$3.25M 0.14%
132,499
-41,100
177
$3.25M 0.14%
62,342
-13,078
178
$3.21M 0.14%
42,268
+1,696
179
$3.08M 0.13%
55,621
+229
180
$3.03M 0.13%
+24,453
181
$3.02M 0.13%
45,803
182
$2.94M 0.13%
65,217
+1,604
183
$2.87M 0.13%
31,677
-5,157
184
$2.87M 0.13%
100,398
+12,640
185
$2.85M 0.12%
111,257
-110,425
186
$2.83M 0.12%
+161,210
187
$2.73M 0.12%
61,570
+53
188
$2.71M 0.12%
28,214
-4,009
189
$2.69M 0.12%
45,937
+725
190
$2.68M 0.12%
47,040
+1,005
191
$2.62M 0.11%
215,850
+1,578
192
$2.6M 0.11%
97,391
193
$2.53M 0.11%
60,578
+13,872
194
$2.53M 0.11%
13,864
+405
195
$2.51M 0.11%
79,929
-90,063
196
$2.41M 0.11%
30,881
+823
197
$2.36M 0.1%
13,142
-506
198
$2.35M 0.1%
12,816
-309
199
$2.34M 0.1%
46,203
-269
200
$2.33M 0.1%
54,703
+23,943
6 7
8
9 10