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
301
$1.65M 0.04%
68,112
+7,995
302
$1.64M 0.04%
76,293
+11,673
303
$1.64M 0.04%
12,867
-134
304
$1.63M 0.04%
+9,829
305
$1.63M 0.04%
372,662
+3,850
306
$1.62M 0.04%
12,788
+50
307
$1.62M 0.04%
+54,045
308
$1.61M 0.04%
7,020
+149
309
$1.61M 0.04%
30,838
+7,422
310
$1.61M 0.04%
8,347
311
$1.61M 0.04%
13,969
+355
312
$1.56M 0.03%
112,160
+92,160
313
$1.55M 0.03%
5,521
+50
314
$1.55M 0.03%
55,553
+11,821
315
$1.54M 0.03%
36,750
-12,250
316
$1.51M 0.03%
13,495
-1,598
317
$1.51M 0.03%
5,928
-1,871
318
$1.5M 0.03%
6,839
+916
319
$1.48M 0.03%
164,150
+1,490
320
$1.48M 0.03%
81,827
+13,562
321
$1.47M 0.03%
12,683
-1,236
322
$1.44M 0.03%
102,965
-17,000
323
$1.44M 0.03%
52,456
+1,050
324
$1.43M 0.03%
29,176
+20,926
325
$1.42M 0.03%
36,939
+25,468
11 12
13
14 15