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
426
$793K 0.02%
6,591
+24
427
$790K 0.02%
15,652
-886
428
$786K 0.02%
7,113
+254
429
$785K 0.02%
8,647
-2,251
430
$783K 0.02%
53,480
-1,550
431
$782K 0.02%
25,849
-125
432
$781K 0.02%
9,489
-1,477
433
$775K 0.02%
6,732
-400
434
$767K 0.02%
3,895
-125
435
$765K 0.02%
+7,000
436
$757K 0.02%
51,877
+170
437
$704K 0.02%
6,932
438
$694K 0.02%
1,116
+107
439
$686K 0.02%
9,150
+9,148
440
$682K 0.02%
11,878
-3,533
441
$682K 0.02%
3,084
-266
442
$681K 0.02%
13,815
-1,540
443
$680K 0.02%
220,030
-1,290
444
$678K 0.02%
9,434
+8,471
445
$663K 0.01%
10,074
+1
446
$657K 0.01%
3,503
+1,216
447
$652K 0.01%
1,254
+61
448
$649K 0.01%
22,916
-3,450
449
$649K 0.01%
25,368
-500
450
$637K 0.01%
10,265
+7,248
16 17
18
19 20