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
601
$287K 0.01%
4,577
+141
602
$286K 0.01%
4,268
603
$285K 0.01%
23,587
604
$285K 0.01%
208,140
-24,740
605
$284K 0.01%
1,907
+351
606
$283K 0.01%
3,172
-84
607
$283K 0.01%
181,413
-227,292
608
$281K 0.01%
3,043
-296
609
$280K 0.01%
18,469
610
$279K 0.01%
4,080
-479
611
$279K 0.01%
76,148
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612
$272K 0.01%
4,608
-64
613
$270K 0.01%
5,440
+3,026
614
$267K 0.01%
3,503
-24
615
$267K 0.01%
28,357
+1,450
616
$266K 0.01%
9,606
617
$264K 0.01%
2,122
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618
$263K 0.01%
665
619
$263K 0.01%
+4,108
620
$263K 0.01%
725
621
$261K 0.01%
2,625
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622
$261K 0.01%
932
+694
623
$260K 0.01%
3,585
624
$260K 0.01%
2,808
+28
625
$258K 0.01%
12,712
-1,853
23 24
25
26 27