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
1026
$36K ﹤0.01%
+1,683
1027
$35.9K ﹤0.01%
332
+65
1028
$35.8K ﹤0.01%
1,394
+9
1029
$35.7K ﹤0.01%
6,950
-15,000
1030
$35.6K ﹤0.01%
720
1031
$35.5K ﹤0.01%
171
+29
1032
$35.4K ﹤0.01%
358
1033
$35.3K ﹤0.01%
1,630
+54
1034
$35.3K ﹤0.01%
76
+50
1035
$35.1K ﹤0.01%
+1,566
1036
$34.9K ﹤0.01%
500
1037
$34.9K ﹤0.01%
159
+150
1038
$34.8K ﹤0.01%
1,509
1039
$34.6K ﹤0.01%
385
1040
$34.2K ﹤0.01%
+266
1041
$34.2K ﹤0.01%
434
-500
1042
$34K ﹤0.01%
650
-450
1043
$34K ﹤0.01%
430
1044
$33.8K ﹤0.01%
+4,000
1045
$33.7K ﹤0.01%
+1,295
1046
$33.7K ﹤0.01%
360
1047
$33.5K ﹤0.01%
1,325
1048
$33.4K ﹤0.01%
1,567
+62
1049
$33.4K ﹤0.01%
1,119
1050
$33.3K ﹤0.01%
354
40 41
42
43 44