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
701
$178K ﹤0.01%
1,332
702
$178K ﹤0.01%
1,720
703
$177K ﹤0.01%
1,596,269
-375,781
704
$176K ﹤0.01%
7,035
-2,373
705
$176K ﹤0.01%
1,010
+18
706
$175K ﹤0.01%
12,336
707
$175K ﹤0.01%
6,937
708
$175K ﹤0.01%
2,007
-130
709
$175K ﹤0.01%
1,332
-143
710
$175K ﹤0.01%
2,590
-580
711
$175K ﹤0.01%
3,293
+1,757
712
$175K ﹤0.01%
+19,433
713
$175K ﹤0.01%
1,825
+1,425
714
$174K ﹤0.01%
5,217
-529,479
715
$174K ﹤0.01%
7,382
716
$174K ﹤0.01%
15,445
717
$174K ﹤0.01%
11,491
+1,310
718
$171K ﹤0.01%
1,657
-481
719
$171K ﹤0.01%
4,400
720
$171K ﹤0.01%
6,750
+2,296
721
$170K ﹤0.01%
+1,609
722
$166K ﹤0.01%
2,024
723
$165K ﹤0.01%
6,828
724
$164K ﹤0.01%
5,500
725
$164K ﹤0.01%
6,248
+171
27 28
29
30 31