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
451
$626K 0.01%
4,491
+1,139
452
$623K 0.01%
23,651
453
$613K 0.01%
46,508
-9,453
454
$610K 0.01%
10,077
-5,490
455
$607K 0.01%
9,088
+160
456
$607K 0.01%
5,300
-3,400
457
$606K 0.01%
3,067
458
$603K 0.01%
225,914
+168,414
459
$603K 0.01%
110,615
-385
460
$601K 0.01%
10,321
461
$598K 0.01%
70,050
-46,190
462
$586K 0.01%
2,591
+996
463
$581K 0.01%
4,603
+118
464
$578K 0.01%
5,757
465
$576K 0.01%
2,709
+154
466
$569K 0.01%
11,583
+8,583
467
$569K 0.01%
22,810
-2,780
468
$569K 0.01%
2,375
469
$565K 0.01%
3,935
470
$563K 0.01%
10,454
-1,063
471
$562K 0.01%
13,899
+625
472
$559K 0.01%
6,384
+1,693
473
$558K 0.01%
9,097
+181
474
$555K 0.01%
24,376
-1,086
475
$551K 0.01%
4,274
-666
17 18
19
20 21