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
$4.47B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,987
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$30M
3
+$29.7M
4
X
US Steel
X
+$16.4M
5
UGI icon
UGI
UGI
+$12M

Top Sells

1
+$31.5M
2
+$25.4M
3
+$17.7M
4
MDU icon
MDU Resources
MDU
+$12.6M
5
AVGO icon
Broadcom
AVGO
+$11.7M

Sector Composition

1 Industrials 16.52%
2 Technology 14.97%
3 Consumer Discretionary 9.46%
4 Financials 8.81%
5 Materials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.8M 0.06%
77,357
-50,840
227
$2.8M 0.06%
28,101
-1,819
228
$2.78M 0.06%
190,460
+6,550
229
$2.73M 0.06%
114,910
230
$2.71M 0.06%
+302,620
231
$2.69M 0.06%
6,660
-2,317
232
$2.67M 0.06%
+64,920
233
$2.66M 0.06%
70,260
-9,280
234
$2.65M 0.06%
6,446
-213
235
$2.65M 0.06%
5,638
-319
236
$2.63M 0.06%
45,759
-200
237
$2.62M 0.06%
102,609
+4,185
238
$2.59M 0.06%
4,787,881
-599,110
239
$2.56M 0.06%
422,933
-457,947
240
$2.55M 0.06%
27,991
-15,510
241
$2.52M 0.06%
25,372
+549
242
$2.45M 0.05%
61,358
-12,678
243
$2.45M 0.05%
108,421
-1,050
244
$2.45M 0.05%
117,509
-405
245
$2.42M 0.05%
829,872
+5,030
246
$2.41M 0.05%
158,398
+8,500
247
$2.4M 0.05%
105,821
-1,121
248
$2.39M 0.05%
22,740
-401
249
$2.36M 0.05%
8,058
-80
250
$2.33M 0.05%
74,307
+4,172
8 9
10
11 12