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
651
$233K 0.01%
1,315
-3,027
652
$230K 0.01%
9,189
+1,482
653
$228K 0.01%
+25,000
654
$226K 0.01%
3,607
-30
655
$226K 0.01%
43,212
-150
656
$226K 0.01%
3,689
+1
657
$225K 0.01%
845
658
$222K ﹤0.01%
48,871
+21,100
659
$220K ﹤0.01%
5,429
+2,197
660
$219K ﹤0.01%
1,644
661
$219K ﹤0.01%
11,218
+7,525
662
$217K ﹤0.01%
877
663
$216K ﹤0.01%
209,503
-6,676
664
$213K ﹤0.01%
3,501
+1
665
$210K ﹤0.01%
12,828
+674
666
$210K ﹤0.01%
1,098
667
$210K ﹤0.01%
10,473
668
$208K ﹤0.01%
2,765
-1,350
669
$208K ﹤0.01%
2,776
670
$207K ﹤0.01%
10,340
-23,690
671
$207K ﹤0.01%
1,934
-7
672
$203K ﹤0.01%
37,869
+14,584
673
$202K ﹤0.01%
28,737
-650
674
$202K ﹤0.01%
25,360
-13,340
675
$201K ﹤0.01%
2,579
25 26
27
28 29