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
501
$481K 0.01%
2,575
+190
502
$477K 0.01%
+25,640
503
$477K 0.01%
6,932
504
$474K 0.01%
6,989
505
$471K 0.01%
8,847
-3,328
506
$471K 0.01%
827
+44
507
$470K 0.01%
9,030
+1,200
508
$470K 0.01%
4,000
509
$466K 0.01%
14,128
-50
510
$465K 0.01%
13,142
-339
511
$464K 0.01%
19,035
512
$463K 0.01%
2,776
-48
513
$461K 0.01%
23,535
514
$460K 0.01%
22,864
+7,296
515
$459K 0.01%
24,783
516
$458K 0.01%
13,519
+697
517
$458K 0.01%
3,485
518
$454K 0.01%
12,729
+1,201
519
$450K 0.01%
18,769
+2,575
520
$449K 0.01%
11,685
-4,728
521
$446K 0.01%
11,973
+178
522
$444K 0.01%
1,749
-116
523
$439K 0.01%
12,971
-2,989
524
$437K 0.01%
3,354
525
$433K 0.01%
1,121
19 20
21
22 23