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
1101
$25K ﹤0.01%
73
1102
$25K ﹤0.01%
75
1103
$24.9K ﹤0.01%
546
1104
$24.5K ﹤0.01%
20
1105
$24.4K ﹤0.01%
471
1106
$24.3K ﹤0.01%
+1,195
1107
$24.3K ﹤0.01%
+200
1108
$24.3K ﹤0.01%
+478
1109
$24.2K ﹤0.01%
+376
1110
$24.2K ﹤0.01%
600
1111
$24.2K ﹤0.01%
+2,110
1112
$24.1K ﹤0.01%
183
+1
1113
$24K ﹤0.01%
500
1114
$24K ﹤0.01%
860
+711
1115
$23.7K ﹤0.01%
224
1116
$23.6K ﹤0.01%
10,000
-50,000
1117
$23.4K ﹤0.01%
693
+7
1118
$23.4K ﹤0.01%
1,551
1119
$23.4K ﹤0.01%
624
1120
$23.3K ﹤0.01%
+1,300
1121
$22.9K ﹤0.01%
+384
1122
$22.8K ﹤0.01%
223
1123
$22.6K ﹤0.01%
350
-66,818
1124
$22.4K ﹤0.01%
300
1125
$22.1K ﹤0.01%
5,000