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
201
$2.29M 0.1%
22,146
+2,356
202
$2.29M 0.1%
23,011
+11,579
203
$2.27M 0.1%
16,628
+627
204
$2.27M 0.1%
145,380
-150,984
205
$2.25M 0.1%
102,271
-121,736
206
$2.24M 0.1%
21,908
-214
207
$2.23M 0.1%
4,283
-29
208
$2.21M 0.1%
151,938
-53,347
209
$2.2M 0.1%
+33,950
210
$2.19M 0.1%
39,337
-339
211
$2.18M 0.1%
36,356
-52
212
$2.17M 0.09%
25,077
+475
213
$2.16M 0.09%
16,860
-1,001
214
$2.15M 0.09%
37,734
-1,913
215
$2.15M 0.09%
+94,895
216
$2.12M 0.09%
19,240
+714
217
$2.1M 0.09%
+110,790
218
$2.1M 0.09%
112,520
-6,218
219
$2.09M 0.09%
34,733
+1,914
220
$2.09M 0.09%
23,827
-4,015
221
$2.09M 0.09%
211,514
+32,230
222
$2.08M 0.09%
74,925
223
$2.04M 0.09%
58,724
-29,283
224
$2.02M 0.09%
37,130
-1,312
225
$2.02M 0.09%
23,797
+9,059
7 8
9
10 11