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
26
$36.9M 0.82%
219,867
+606
27
$36.5M 0.81%
103,732
+900
28
$36.1M 0.8%
249,053
-13,466
29
$35.3M 0.79%
802,812
-19,838
30
$35M 0.78%
2,644,937
+300
31
$31.7M 0.71%
410,429
+7,662
32
$31.4M 0.7%
2,016,250
+261,000
33
$31.3M 0.7%
164,233
+791
34
$31.1M 0.69%
107,264
+92
35
$30.8M 0.69%
954,890
-170,616
36
$30M 0.67%
+1,653,680
37
$27.3M 0.61%
97,758
-1,584
38
$24.3M 0.54%
132,674
+12,673
39
$23.7M 0.53%
176,482
-4,614
40
$22.6M 0.51%
244,248
+12,508
41
$22.1M 0.49%
784,379
+114,931
42
$21.7M 0.48%
268,273
-105,356
43
$21.2M 0.47%
209,976
-8,993
44
$19.8M 0.44%
854,814
-19,131
45
$18.5M 0.41%
44,183
+746
46
$18.2M 0.41%
86,630
-1,301
47
$17.7M 0.39%
510,511
-46,512
48
$17.7M 0.39%
303,276
-23,498
49
$17.4M 0.39%
92,178
-558
50
$17.3M 0.39%
187,422
+6,229
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2
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