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
376
$1.04M 0.02%
45,745
-50,488
377
$1.04M 0.02%
2,144
+93
378
$1.04M 0.02%
18,140
-1,333
379
$1.04M 0.02%
47,375
-1,151
380
$1.03M 0.02%
52,197
-1,072
381
$1.02M 0.02%
+68,596
382
$1.01M 0.02%
954
+6
383
$1.01M 0.02%
68,680
-240
384
$1.01M 0.02%
15,712
-7,519
385
$1M 0.02%
8,298
-2,715
386
$993K 0.02%
10,641
-4,359
387
$992K 0.02%
22,117
-9,764
388
$991K 0.02%
189,034
-4,047
389
$990K 0.02%
7,853
-270
390
$985K 0.02%
12,200
-1,305
391
$983K 0.02%
14,040
+1
392
$981K 0.02%
39,906
-2,511
393
$981K 0.02%
419,086
+4,638
394
$976K 0.02%
19,000
-14
395
$974K 0.02%
6,285
-50
396
$967K 0.02%
16,040
-225
397
$961K 0.02%
100,800
+40,200
398
$955K 0.02%
23,680
-75
399
$955K 0.02%
32,310
+3,090
400
$953K 0.02%
4,879
14 15
16
17 18