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
751
$140K ﹤0.01%
1,283
+30
752
$140K ﹤0.01%
1,638
-323
753
$139K ﹤0.01%
1,390
-113
754
$139K ﹤0.01%
3,240
755
$139K ﹤0.01%
8,000
756
$139K ﹤0.01%
10,000
757
$138K ﹤0.01%
1,031
758
$138K ﹤0.01%
988
-89
759
$137K ﹤0.01%
5,643
+1,508
760
$137K ﹤0.01%
1,000
761
$135K ﹤0.01%
19,437
-3,589
762
$134K ﹤0.01%
1,300
+1,200
763
$134K ﹤0.01%
2,311
-5
764
$134K ﹤0.01%
2,675
765
$132K ﹤0.01%
2,075
766
$132K ﹤0.01%
477
-260
767
$131K ﹤0.01%
6,500
768
$131K ﹤0.01%
5,000
769
$130K ﹤0.01%
4,780
770
$130K ﹤0.01%
1,881
+362
771
$129K ﹤0.01%
1,048
772
$128K ﹤0.01%
22,338
773
$128K ﹤0.01%
2,498
774
$128K ﹤0.01%
10,800
+9,800
775
$127K ﹤0.01%
1,150
29 30
31
32 33