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
276
$1.92M 0.04%
4,524
+22
277
$1.92M 0.04%
84,656
+1,073
278
$1.92M 0.04%
14,272
+6,558
279
$1.91M 0.04%
21,596
-56
280
$1.91M 0.04%
36,697
+3,693
281
$1.9M 0.04%
46,531
-18,689
282
$1.9M 0.04%
7,901
-100
283
$1.89M 0.04%
471,544
-23,300
284
$1.88M 0.04%
143,937
-5,508
285
$1.87M 0.04%
118,090
+4,280
286
$1.85M 0.04%
10,662
-420
287
$1.83M 0.04%
69,047
288
$1.8M 0.04%
141,303
-490
289
$1.79M 0.04%
4,958
290
$1.78M 0.04%
184,173
-600
291
$1.78M 0.04%
132,030
+9,746
292
$1.78M 0.04%
9,214
+222
293
$1.76M 0.04%
15,857
-499
294
$1.74M 0.04%
2,258
+52
295
$1.74M 0.04%
34,358
-10,874
296
$1.73M 0.04%
30,655
+1,528
297
$1.72M 0.04%
7,579
-63
298
$1.7M 0.04%
+154,794
299
$1.69M 0.04%
13,240
-30
300
$1.68M 0.04%
32,300
+20,000
10 11
12
13 14