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
351
$1.15M 0.03%
5,404
-45
352
$1.14M 0.03%
12,351
+330
353
$1.14M 0.03%
+64,930
354
$1.12M 0.03%
69,106
+4,000
355
$1.11M 0.02%
79,620
-320
356
$1.11M 0.02%
4,915
-20
357
$1.1M 0.02%
20,722
+267
358
$1.1M 0.02%
108,943
-380
359
$1.1M 0.02%
5,243
+4,417
360
$1.1M 0.02%
6,151
+191
361
$1.09M 0.02%
+190,000
362
$1.09M 0.02%
1,222
+81
363
$1.09M 0.02%
172,511
-2,784
364
$1.08M 0.02%
+28,567
365
$1.08M 0.02%
101,508
-350
366
$1.08M 0.02%
2,061
367
$1.07M 0.02%
2,962
+19
368
$1.07M 0.02%
5,607
+357
369
$1.07M 0.02%
63,518
-244,015
370
$1.07M 0.02%
3,114
-1,388
371
$1.06M 0.02%
34,494
-120
372
$1.06M 0.02%
18,095
+460
373
$1.06M 0.02%
18,746
-746
374
$1.06M 0.02%
10,117
375
$1.05M 0.02%
18,417
-284
13 14
15
16 17