AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 14.99%
3 Consumer Discretionary 9.46%
4 Financials 8.82%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$104K ﹤0.01%
884
+121
802
$104K ﹤0.01%
496
+494
803
$104K ﹤0.01%
61
+6
804
$104K ﹤0.01%
1,350
805
$104K ﹤0.01%
11,000
806
$103K ﹤0.01%
28,997
+7,751
807
$103K ﹤0.01%
1,145
-40
808
$101K ﹤0.01%
4,600
809
$98.9K ﹤0.01%
2,260
+38
810
$97.9K ﹤0.01%
4,610
+710
811
$97K ﹤0.01%
1,575
+375
812
$96K ﹤0.01%
1,242
813
$95.9K ﹤0.01%
537
814
$95.7K ﹤0.01%
+11,920
815
$95.2K ﹤0.01%
3,299
816
$94K ﹤0.01%
2,200
-150
817
$93.8K ﹤0.01%
12,430
-191,840
818
$93.6K ﹤0.01%
347
819
$93.4K ﹤0.01%
1,831
820
$93.3K ﹤0.01%
2,119
-82
821
$92.4K ﹤0.01%
1,313
-113
822
$92.3K ﹤0.01%
700
823
$92.2K ﹤0.01%
58,000
+8,000
824
$91.3K ﹤0.01%
1,680
+627
825
$90.8K ﹤0.01%
+5,000
31 32
33
34 35