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
1076
$29.1K ﹤0.01%
1,495
-395
1077
$29K ﹤0.01%
3,000
1078
$28.8K ﹤0.01%
402
1079
$28.7K ﹤0.01%
400
1080
$28.5K ﹤0.01%
485
1081
$28.5K ﹤0.01%
848
1082
$28.4K ﹤0.01%
871
+24
1083
$28.4K ﹤0.01%
495
+79
1084
$28.1K ﹤0.01%
4,200
-3,000
1085
$28.1K ﹤0.01%
+123
1086
$27.9K ﹤0.01%
115
1087
$27.8K ﹤0.01%
575
+25
1088
$27.8K ﹤0.01%
118
1089
$27.5K ﹤0.01%
420
1090
$27.3K ﹤0.01%
1,519
+980
1091
$27.2K ﹤0.01%
231
1092
$27.2K ﹤0.01%
1,102
1093
$26.8K ﹤0.01%
318
1094
$26.6K ﹤0.01%
664
-7
1095
$26.4K ﹤0.01%
2,613
1096
$26.4K ﹤0.01%
+1,400
1097
$25.5K ﹤0.01%
150
1098
$25.4K ﹤0.01%
2,694
1099
$25.3K ﹤0.01%
509
1100
$25.1K ﹤0.01%
1,250
42 43
44
45 46