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
676
$201K ﹤0.01%
808
-200
677
$200K ﹤0.01%
10,914
+8,680
678
$199K ﹤0.01%
+20,000
679
$197K ﹤0.01%
6,256
-1,007
680
$196K ﹤0.01%
3,666
+82
681
$195K ﹤0.01%
7,121
+6,784
682
$194K ﹤0.01%
5,800
+25
683
$194K ﹤0.01%
3,900
684
$191K ﹤0.01%
4,600
685
$191K ﹤0.01%
579,907
686
$190K ﹤0.01%
3,977
+1,000
687
$189K ﹤0.01%
1,137
688
$188K ﹤0.01%
6,701
-500
689
$187K ﹤0.01%
1,299
+2
690
$187K ﹤0.01%
5,900
691
$186K ﹤0.01%
1,593
-53
692
$185K ﹤0.01%
4,375
+3,531
693
$184K ﹤0.01%
5,944
-100
694
$183K ﹤0.01%
3,603
-559
695
$183K ﹤0.01%
585
+284
696
$182K ﹤0.01%
4,327
-1,926
697
$181K ﹤0.01%
1,949
698
$179K ﹤0.01%
3,544
-284
699
$178K ﹤0.01%
3,487
+148
700
$178K ﹤0.01%
1,350
26 27
28
29 30