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
576
$327K 0.01%
2,528
+645
577
$325K 0.01%
807
578
$324K 0.01%
10,450
579
$323K 0.01%
3,822
-127
580
$320K 0.01%
1,432
-855
581
$320K 0.01%
993
-1,961
582
$317K 0.01%
6,551
+1
583
$316K 0.01%
4,129
584
$315K 0.01%
112,644
-405
585
$315K 0.01%
+233,106
586
$312K 0.01%
38,500
587
$311K 0.01%
1,785
588
$309K 0.01%
3,394
+1,729
589
$302K 0.01%
+32,160
590
$301K 0.01%
8,688
+16
591
$301K 0.01%
11,500
592
$300K 0.01%
4,159
+1,379
593
$299K 0.01%
3,076
594
$299K 0.01%
3,239
+480
595
$298K 0.01%
4,943
+293
596
$296K 0.01%
2,391
+466
597
$293K 0.01%
4,900
+27
598
$292K 0.01%
+2,550
599
$292K 0.01%
+4,500
600
$290K 0.01%
14,700
+100
22 23
24
25 26