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
626
$257K 0.01%
+5,285
627
$256K 0.01%
6,628
+2,450
628
$255K 0.01%
11,927
-223
629
$254K 0.01%
+48,800
630
$253K 0.01%
6,650
-3,255
631
$250K 0.01%
4,991
+4,734
632
$249K 0.01%
+22,020
633
$248K 0.01%
235
634
$247K 0.01%
895
+120
635
$247K 0.01%
15,981
-1,500
636
$246K 0.01%
3,613
-37
637
$246K 0.01%
3,159
638
$244K 0.01%
+34,000
639
$242K 0.01%
10,000
640
$242K 0.01%
2,812
+319
641
$240K 0.01%
24,274
-63,124
642
$240K 0.01%
1,116
-207
643
$240K 0.01%
3,685
644
$239K 0.01%
1,950
+315
645
$239K 0.01%
14,500
646
$236K 0.01%
1,201
+33
647
$235K 0.01%
+650
648
$234K 0.01%
5,141
649
$234K 0.01%
1,700
+318
650
$233K 0.01%
1,475
-15
24 25
26
27 28