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
476
$541K 0.01%
7,136
-11,562
477
$540K 0.01%
5,378
-306
478
$537K 0.01%
10,545
-200
479
$533K 0.01%
7,054
-1,930
480
$528K 0.01%
4,957
-1,071
481
$528K 0.01%
3,229
482
$527K 0.01%
6,258
483
$523K 0.01%
4,182
-118
484
$518K 0.01%
59,328
-400
485
$517K 0.01%
19,343
486
$516K 0.01%
12,193
+1,258
487
$514K 0.01%
54,690
-1,830
488
$512K 0.01%
+67,420
489
$511K 0.01%
12,853
-45
490
$510K 0.01%
139,049
-3,042
491
$508K 0.01%
2,002
-105
492
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1,193
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493
$503K 0.01%
188,491
494
$500K 0.01%
7,566
-18,608
495
$499K 0.01%
10,510
-300
496
$498K 0.01%
3,033
497
$497K 0.01%
3,000
498
$491K 0.01%
73,400
-5,500
499
$490K 0.01%
11,706
-31
500
$485K 0.01%
3,143
+30
18 19
20
21 22