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
851
$80.2K ﹤0.01%
2,891
+62
852
$80.1K ﹤0.01%
952
853
$80K ﹤0.01%
1,013
+65
854
$79.7K ﹤0.01%
843
855
$79.4K ﹤0.01%
600
856
$78.9K ﹤0.01%
+1,517
857
$78.6K ﹤0.01%
1,107
858
$78.6K ﹤0.01%
1,199
+50
859
$77.8K ﹤0.01%
3,000
860
$77.5K ﹤0.01%
210
+9
861
$77.4K ﹤0.01%
829
+2
862
$77.1K ﹤0.01%
6,440
-19,278
863
$76.8K ﹤0.01%
1,595
+20
864
$76.8K ﹤0.01%
1,300
+100
865
$76.2K ﹤0.01%
500
866
$75.6K ﹤0.01%
337
-5
867
$75.6K ﹤0.01%
6,500
868
$75.1K ﹤0.01%
+1,475
869
$74.8K ﹤0.01%
1,901
-100
870
$74.7K ﹤0.01%
271
-69
871
$74.5K ﹤0.01%
300
872
$74.5K ﹤0.01%
1,002
873
$74.3K ﹤0.01%
502
874
$73.3K ﹤0.01%
175
875
$72.7K ﹤0.01%
1,472
-281
33 34
35
36 37