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
951
$49.7K ﹤0.01%
512
-919
952
$49.6K ﹤0.01%
5,150
+500
953
$49K ﹤0.01%
530
954
$49K ﹤0.01%
+138
955
$48.2K ﹤0.01%
1,100
956
$47.7K ﹤0.01%
711
957
$47K ﹤0.01%
5,000
958
$46.8K ﹤0.01%
2,000
959
$45.9K ﹤0.01%
588
-68
960
$45.6K ﹤0.01%
95
961
$45.5K ﹤0.01%
+4,715
962
$45K ﹤0.01%
497
+294
963
$44.9K ﹤0.01%
275
964
$44.7K ﹤0.01%
998
965
$44.6K ﹤0.01%
3,553
+2,000
966
$44.6K ﹤0.01%
1,576
967
$44.5K ﹤0.01%
530
968
$44.5K ﹤0.01%
2,067
969
$44.4K ﹤0.01%
400
970
$44.2K ﹤0.01%
142
971
$44.1K ﹤0.01%
1,402
-5
972
$44.1K ﹤0.01%
915
+100
973
$44.1K ﹤0.01%
806
974
$44K ﹤0.01%
2,220
975
$43.9K ﹤0.01%
518
37 38
39
40 41