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
726
$163K ﹤0.01%
+17,031
727
$162K ﹤0.01%
933
728
$161K ﹤0.01%
6,671
+3,000
729
$160K ﹤0.01%
2,560
+150
730
$160K ﹤0.01%
3,930
731
$160K ﹤0.01%
682
732
$159K ﹤0.01%
1,564
733
$159K ﹤0.01%
4,811
734
$159K ﹤0.01%
18,207
+16,000
735
$158K ﹤0.01%
2,102
-2
736
$157K ﹤0.01%
1,928
+100
737
$156K ﹤0.01%
602
+250
738
$154K ﹤0.01%
1,062
-6
739
$153K ﹤0.01%
1,169
+108
740
$152K ﹤0.01%
1,934
-532
741
$151K ﹤0.01%
5,597
742
$151K ﹤0.01%
+32,000
743
$150K ﹤0.01%
12,227
744
$149K ﹤0.01%
10,993
745
$146K ﹤0.01%
3,830
+21
746
$146K ﹤0.01%
10,000
-150
747
$145K ﹤0.01%
30,000
748
$143K ﹤0.01%
616
+271
749
$143K ﹤0.01%
2,000
750
$142K ﹤0.01%
205
+3
28 29
30
31 32