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
901
$63.6K ﹤0.01%
749
902
$63.5K ﹤0.01%
201
903
$63.4K ﹤0.01%
3,710
-161
904
$63.3K ﹤0.01%
6,000
-29,000
905
$63.2K ﹤0.01%
3,391
-520
906
$63.2K ﹤0.01%
667
907
$62.7K ﹤0.01%
1,105
+74
908
$62.5K ﹤0.01%
2,966
+1,052
909
$61.8K ﹤0.01%
811
910
$60.7K ﹤0.01%
900
911
$60.6K ﹤0.01%
1,024
912
$60.2K ﹤0.01%
508
+63
913
$59.8K ﹤0.01%
2,601
+11
914
$59.7K ﹤0.01%
1,943
+500
915
$59.6K ﹤0.01%
895
916
$59.2K ﹤0.01%
5,712
917
$59.2K ﹤0.01%
657
-241
918
$58.6K ﹤0.01%
1,272
919
$58.5K ﹤0.01%
5,000
920
$57.9K ﹤0.01%
321
+319
921
$57.4K ﹤0.01%
260
+37
922
$57.3K ﹤0.01%
250
+8
923
$57.1K ﹤0.01%
1,271
924
$56.8K ﹤0.01%
3,400
925
$56.4K ﹤0.01%
250
-6
35 36
37
38 39