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
76
$12.7M 0.28%
1,908,221
-95,507
77
$12.4M 0.28%
176,685
+9,868
78
$12.4M 0.28%
62,558
+1,641
79
$12.1M 0.27%
432,689
+172,942
80
$11.8M 0.26%
131,077
-734
81
$11.8M 0.26%
68,431
-563
82
$11.7M 0.26%
59,652
-703
83
$11.6M 0.26%
257,345
+23,521
84
$11.6M 0.26%
692,004
+93,474
85
$11.5M 0.26%
19,665
+358
86
$11.3M 0.25%
117,170
+826
87
$11.3M 0.25%
2,278
-23
88
$11.3M 0.25%
220,331
+29,794
89
$11.2M 0.25%
769,443
-175,459
90
$11.2M 0.25%
73,757
-8,744
91
$11.1M 0.25%
208,090
+33,580
92
$11.1M 0.25%
+169,168
93
$11M 0.25%
41,779
-463
94
$10.9M 0.24%
215,791
+86,985
95
$10.9M 0.24%
122,373
+3,075
96
$10.2M 0.23%
247,287
+3,634
97
$10.1M 0.23%
66,480
-9,282
98
$10M 0.22%
181,087
+18,617
99
$9.89M 0.22%
+321,469
100
$9.61M 0.21%
36,881
+1,189
2 3
4
5 6