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
926
$55.9K ﹤0.01%
1,091
927
$55.6K ﹤0.01%
1,850
928
$54.1K ﹤0.01%
300
929
$54.1K ﹤0.01%
750
-353
930
$53.9K ﹤0.01%
1,450
-1,100
931
$53.5K ﹤0.01%
1,586
-23
932
$53.3K ﹤0.01%
14,000
-15,286
933
$53.3K ﹤0.01%
504
+52
934
$52.8K ﹤0.01%
+924
935
$52.7K ﹤0.01%
1,000
936
$52.7K ﹤0.01%
1,925
+31
937
$52.4K ﹤0.01%
741
938
$51.8K ﹤0.01%
28,000
+13,000
939
$51.5K ﹤0.01%
384
940
$51.5K ﹤0.01%
917
941
$51.4K ﹤0.01%
300
942
$51.2K ﹤0.01%
310
943
$51.1K ﹤0.01%
835
944
$50.9K ﹤0.01%
1,000
945
$50.4K ﹤0.01%
1,571
946
$50.3K ﹤0.01%
106
+3
947
$50.1K ﹤0.01%
767
+2
948
$50K ﹤0.01%
785
949
$50K ﹤0.01%
657
950
$49.9K ﹤0.01%
70
-86
36 37
38
39 40