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
1001
$39.2K ﹤0.01%
650
-100
1002
$39.1K ﹤0.01%
94
1003
$38.9K ﹤0.01%
3,199
1004
$38.8K ﹤0.01%
329
-30
1005
$38.7K ﹤0.01%
+1,794
1006
$38.4K ﹤0.01%
3,000
1007
$38.4K ﹤0.01%
360
+140
1008
$38.2K ﹤0.01%
150
-1
1009
$38K ﹤0.01%
232
+150
1010
$37.9K ﹤0.01%
333
1011
$37.9K ﹤0.01%
1,000
1012
$37.4K ﹤0.01%
893
1013
$37.3K ﹤0.01%
+3,500
1014
$37.1K ﹤0.01%
3,000
1015
$37K ﹤0.01%
708
1016
$36.9K ﹤0.01%
358
-77
1017
$36.9K ﹤0.01%
1,490
1018
$36.7K ﹤0.01%
208
1019
$36.6K ﹤0.01%
493
+70
1020
$36.6K ﹤0.01%
580
+178
1021
$36.4K ﹤0.01%
1,095
1022
$36.3K ﹤0.01%
+6,793
1023
$36.3K ﹤0.01%
500
1024
$36.2K ﹤0.01%
4,000
1025
$36.2K ﹤0.01%
120
+112
39 40
41
42 43