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
326
$1.42M 0.03%
13,313
-752
327
$1.41M 0.03%
10,137
-1,352
328
$1.4M 0.03%
10,369
+92
329
$1.4M 0.03%
174,626
330
$1.39M 0.03%
6,306
-492
331
$1.39M 0.03%
161,000
+25,500
332
$1.39M 0.03%
53,232
+28,044
333
$1.39M 0.03%
10,515
+44
334
$1.35M 0.03%
69,798
-350
335
$1.33M 0.03%
+42,084
336
$1.33M 0.03%
2,328
-66
337
$1.32M 0.03%
65,540
-693
338
$1.31M 0.03%
40,564
+501
339
$1.3M 0.03%
10,561
+6,043
340
$1.29M 0.03%
23,782
-125
341
$1.29M 0.03%
19,718
-825
342
$1.28M 0.03%
191,907
-665
343
$1.26M 0.03%
731
-20
344
$1.25M 0.03%
36,313
-25,210
345
$1.24M 0.03%
70,000
+30,000
346
$1.24M 0.03%
17,599
-304
347
$1.21M 0.03%
14,832
+1,538
348
$1.21M 0.03%
70,417
-900
349
$1.18M 0.03%
14,210
+3,100
350
$1.16M 0.03%
14,775
-325
12 13
14
15 16