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
976
$43.8K ﹤0.01%
150
-130
977
$43.8K ﹤0.01%
402
978
$42.9K ﹤0.01%
1,000
979
$42.4K ﹤0.01%
200
980
$42.2K ﹤0.01%
2,750
981
$42.2K ﹤0.01%
205
+22
982
$41.8K ﹤0.01%
4,298
983
$41.7K ﹤0.01%
584
-315
984
$41.1K ﹤0.01%
1,450
985
$40.9K ﹤0.01%
500
986
$40.9K ﹤0.01%
5,200
-2,000
987
$40.6K ﹤0.01%
754
988
$40.5K ﹤0.01%
743
-321
989
$40.4K ﹤0.01%
100
990
$40.3K ﹤0.01%
+1,000
991
$40.2K ﹤0.01%
434
992
$40.2K ﹤0.01%
330
-76
993
$40K ﹤0.01%
335
994
$39.9K ﹤0.01%
950
995
$39.9K ﹤0.01%
+1,326
996
$39.9K ﹤0.01%
+800
997
$39.8K ﹤0.01%
+2,000
998
$39.8K ﹤0.01%
263
+11
999
$39.5K ﹤0.01%
542
1000
$39.3K ﹤0.01%
460
38 39
40
41 42