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
826
$90.7K ﹤0.01%
+6,000
827
$88.7K ﹤0.01%
719
828
$88.4K ﹤0.01%
1,040
+15
829
$88.3K ﹤0.01%
7,000
830
$87.7K ﹤0.01%
3,325
831
$87.7K ﹤0.01%
4,104
+1,601
832
$87.6K ﹤0.01%
2,007
833
$86.9K ﹤0.01%
174
+4
834
$86.7K ﹤0.01%
1,249
+496
835
$86.2K ﹤0.01%
7,396
836
$86.1K ﹤0.01%
122
+10
837
$85.2K ﹤0.01%
401
+2
838
$85K ﹤0.01%
1,293
-350
839
$84.2K ﹤0.01%
1,600
840
$84K ﹤0.01%
312
841
$84K ﹤0.01%
760
+64
842
$84K ﹤0.01%
3,446
843
$83.4K ﹤0.01%
861
-28
844
$82.2K ﹤0.01%
1,776
-35
845
$81.2K ﹤0.01%
320
-101
846
$81.1K ﹤0.01%
6,100
847
$81K ﹤0.01%
2,041
848
$80.9K ﹤0.01%
1,269
+3
849
$80.5K ﹤0.01%
950
850
$80.3K ﹤0.01%
1,050
+80
32 33
34
35 36