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
251
$2.31M 0.05%
40,081
-1,252
252
$2.3M 0.05%
27,200
-22,340
253
$2.24M 0.05%
30,332
-704
254
$2.23M 0.05%
1,068,531
255
$2.23M 0.05%
399,540
+3,640
256
$2.23M 0.05%
22,138
+228
257
$2.22M 0.05%
111,664
-271,089
258
$2.21M 0.05%
35,454
+411
259
$2.2M 0.05%
176,450
-42,360
260
$2.19M 0.05%
7,674
+1,385
261
$2.17M 0.05%
42,016
+6,377
262
$2.16M 0.05%
6,020
-17
263
$2.16M 0.05%
+97,497
264
$2.15M 0.05%
9,261
+392
265
$2.12M 0.05%
50,150
+17,130
266
$2.07M 0.05%
10,297
-2,130
267
$2.07M 0.05%
6,203
+1,079
268
$2.06M 0.05%
10,230
-361
269
$2.06M 0.05%
194,626
+190,205
270
$2.03M 0.05%
16,023
-4,790
271
$2.03M 0.05%
84,421
+4,330
272
$2.01M 0.04%
96,493
-175
273
$2.01M 0.04%
227,077
+226,108
274
$2M 0.04%
41,774
-17,396
275
$1.93M 0.04%
34,112
-15,983
9 10
11
12 13