AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
526
$431K 0.01%
8,419
-30
527
$431K 0.01%
10,025
+1,375
528
$428K 0.01%
11,550
529
$420K 0.01%
28,095
-100
530
$419K 0.01%
1,412
+52
531
$416K 0.01%
8,076
+806
532
$410K 0.01%
9,128
-29,365
533
$408K 0.01%
+30,480
534
$408K 0.01%
2,243
+255
535
$406K 0.01%
5,145
-1,785
536
$402K 0.01%
16,131
+2,090
537
$400K 0.01%
1,046
+230
538
$399K 0.01%
16,044
-7,194
539
$395K 0.01%
15,500
-14,500
540
$395K 0.01%
+28,790
541
$393K 0.01%
25,058
-85
542
$391K 0.01%
26,447
-3,000
543
$390K 0.01%
4,987
-14,570
544
$388K 0.01%
5,687
+236
545
$382K 0.01%
405
+39
546
$381K 0.01%
5,098
-794
547
$378K 0.01%
5,813
548
$378K 0.01%
16,565
+1,731
549
$377K 0.01%
6,000
550
$373K 0.01%
4,181
+1,400
20 21
22
23 24