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
551
$373K 0.01%
19,193
+7,650
552
$371K 0.01%
24,552
553
$368K 0.01%
4,967
554
$366K 0.01%
6,039
+1,649
555
$365K 0.01%
10,586
-648
556
$364K 0.01%
24,892
-4,584
557
$363K 0.01%
9,015
558
$361K 0.01%
4,000
+670
559
$357K 0.01%
2,703
-1,244
560
$355K 0.01%
1,895
+100
561
$354K 0.01%
12,648
+148
562
$353K 0.01%
23,635
+10,000
563
$351K 0.01%
1,364
564
$348K 0.01%
+24,012
565
$348K 0.01%
14,471
+1,745
566
$347K 0.01%
13,040
-562
567
$345K 0.01%
1,680
-120
568
$345K 0.01%
835
-226
569
$343K 0.01%
42,738
-48,102
570
$343K 0.01%
6,069
571
$339K 0.01%
21,141
572
$337K 0.01%
5,545
573
$331K 0.01%
4,126
+3,216
574
$329K 0.01%
4,344
+3,475
575
$327K 0.01%
2,810
21 22
23
24 25