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
1051
$33.2K ﹤0.01%
281
+2
1052
$33.2K ﹤0.01%
264
+135
1053
$33.1K ﹤0.01%
2,264
+18
1054
$32.9K ﹤0.01%
1,636
1055
$32.9K ﹤0.01%
+1,500
1056
$32.4K ﹤0.01%
281
+2
1057
$32.3K ﹤0.01%
400
1058
$32.3K ﹤0.01%
376
+374
1059
$32K ﹤0.01%
550
1060
$31.9K ﹤0.01%
1,804
-500
1061
$31.8K ﹤0.01%
354
+1
1062
$31.7K ﹤0.01%
1,000
1063
$31.4K ﹤0.01%
1,350
1064
$31.2K ﹤0.01%
500
1065
$31K ﹤0.01%
862
+30
1066
$30.8K ﹤0.01%
761
+11
1067
$30.5K ﹤0.01%
360
-107
1068
$30.5K ﹤0.01%
798
-163
1069
$30.2K ﹤0.01%
250
1070
$29.9K ﹤0.01%
1,245
1071
$29.9K ﹤0.01%
+1,500
1072
$29.9K ﹤0.01%
1,368
1073
$29.7K ﹤0.01%
594
1074
$29.5K ﹤0.01%
929
+129
1075
$29.4K ﹤0.01%
2,000
41 42
43
44 45