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
776
$125K ﹤0.01%
+3,190
777
$124K ﹤0.01%
1,212
778
$123K ﹤0.01%
412
779
$123K ﹤0.01%
4,150
-250
780
$123K ﹤0.01%
426
781
$121K ﹤0.01%
859
782
$119K ﹤0.01%
6,850
+1,850
783
$118K ﹤0.01%
666
+224
784
$116K ﹤0.01%
4,480
785
$116K ﹤0.01%
3,762
-397
786
$115K ﹤0.01%
1,011
-350
787
$115K ﹤0.01%
2,930
-1,075
788
$115K ﹤0.01%
2,117
+174
789
$114K ﹤0.01%
4,430
790
$113K ﹤0.01%
942
+36
791
$113K ﹤0.01%
1,593
792
$111K ﹤0.01%
1,366
+235
793
$110K ﹤0.01%
1,034
-250
794
$109K ﹤0.01%
1,000
795
$106K ﹤0.01%
1,040
-238
796
$106K ﹤0.01%
4,283
797
$106K ﹤0.01%
1,460
-100
798
$105K ﹤0.01%
934
-160
799
$105K ﹤0.01%
300
800
$104K ﹤0.01%
2,619
30 31
32
33 34