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
876
$72.2K ﹤0.01%
2,769
877
$71.6K ﹤0.01%
624
878
$71.5K ﹤0.01%
500
+300
879
$71.4K ﹤0.01%
1,791
880
$71.4K ﹤0.01%
1,345
+320
881
$71.3K ﹤0.01%
386
+1
882
$71K ﹤0.01%
850
883
$70.7K ﹤0.01%
8,233
884
$69.8K ﹤0.01%
1,300
885
$69.8K ﹤0.01%
39,441
-191,339
886
$69.5K ﹤0.01%
240
+70
887
$69.2K ﹤0.01%
776
+25
888
$68.9K ﹤0.01%
+2,109
889
$68.4K ﹤0.01%
1,865
890
$67.3K ﹤0.01%
756
-57
891
$67.2K ﹤0.01%
1,377
+88
892
$66.8K ﹤0.01%
+6,000
893
$66.8K ﹤0.01%
+1,722
894
$65.9K ﹤0.01%
12,849
895
$65.8K ﹤0.01%
874
896
$65.5K ﹤0.01%
864
897
$65.1K ﹤0.01%
+8,500
898
$65K ﹤0.01%
740
899
$64.8K ﹤0.01%
600
900
$64.3K ﹤0.01%
858
+850
34 35
36
37 38