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
401
$953K 0.02%
162,303
-1,793
402
$940K 0.02%
508,269
-11,406
403
$940K 0.02%
31,581
+21,581
404
$934K 0.02%
7,813
-188
405
$906K 0.02%
81,878
-54,716
406
$905K 0.02%
8,681
+23
407
$902K 0.02%
33,001
+5,431
408
$899K 0.02%
8,348
-167
409
$896K 0.02%
5,539
+259
410
$894K 0.02%
5,762
-30
411
$871K 0.02%
3,877
+191
412
$870K 0.02%
1,384
413
$866K 0.02%
18,000
414
$862K 0.02%
1,619
+16
415
$860K 0.02%
37,879
-135
416
$850K 0.02%
3,508
-186
417
$849K 0.02%
16,234
+1,122
418
$848K 0.02%
85,800
+78,250
419
$845K 0.02%
17,000
+5,000
420
$834K 0.02%
7,544
+10
421
$823K 0.02%
27,000
422
$819K 0.02%
9,004
+6
423
$816K 0.02%
16,188
+15,600
424
$811K 0.02%
89,660
+44,430
425
$794K 0.02%
2,414
+909
15 16
17
18 19