AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$17.2M 0.38%
81,920
52
$16.8M 0.37%
786,070
+135,482
53
$16.7M 0.37%
786,290
+120,000
54
$16.6M 0.37%
18,152
-337
55
$16.4M 0.37%
106,744
-299
56
$16.4M 0.36%
+481,250
57
$16.1M 0.36%
160,136
+14,169
58
$16M 0.36%
30,367
-123
59
$14.5M 0.32%
212,442
-40,604
60
$14.4M 0.32%
315,442
-1,536
61
$14.2M 0.32%
362,485
-12,810
62
$14.1M 0.32%
122,745
+7,679
63
$14M 0.31%
132,078
-587
64
$14M 0.31%
73,610
-39
65
$14M 0.31%
120,730
-1,938
66
$13.7M 0.31%
219,740
+33
67
$13.6M 0.3%
384,499
+132,810
68
$13.5M 0.3%
176,120
-39,600
69
$13.5M 0.3%
76,297
+149
70
$13.4M 0.3%
745,995
-698,667
71
$13.4M 0.3%
475,430
+424,160
72
$13.2M 0.3%
354,890
+5,250
73
$13.2M 0.3%
45,821
+26,270
74
$13.1M 0.29%
333,639
+94,348
75
$12.7M 0.28%
40,264
+303
1 2
3
4 5