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
1
$53.2M 2.32%
419,940
2
$47.8M 2.08%
175,184
-968
3
$43.4M 1.89%
+774,432
4
$32.9M 1.44%
236,617
-6,731
5
$30.6M 1.33%
296,351
6
$30M 1.31%
2,680,573
+256,872
7
$28.4M 1.24%
304,655
-5,204
8
$28M 1.22%
554,655
+2,544
9
$26.4M 1.15%
224,537
-955
10
$26M 1.14%
388,319
+34,170
11
$25.2M 1.1%
202,310
+2,902
12
$25M 1.09%
193,346
+10,155
13
$25M 1.09%
926,938
+31,864
14
$24M 1.05%
2,032,530
+71,934
15
$23.7M 1.03%
181,807
+11,730
16
$23M 1.01%
136,138
+10,118
17
$22.5M 0.98%
107,694
+7,502
18
$21.9M 0.96%
188,446
+42
19
$21.8M 0.95%
184,172
+35,213
20
$21.3M 0.93%
400,791
+96
21
$20M 0.87%
329,115
+22,372
22
$19.5M 0.85%
+669,159
23
$19.2M 0.84%
139,940
+6,653
24
$18.5M 0.81%
374,718
+55,057
25
$18.5M 0.81%
+88,913
1
2 3 4 5