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
1126
$22K ﹤0.01%
800
1127
$21.8K ﹤0.01%
373
-389
1128
$21.7K ﹤0.01%
257
+77
1129
$21.6K ﹤0.01%
201
+80
1130
$21.5K ﹤0.01%
401
1131
$21.4K ﹤0.01%
300
1132
$21.4K ﹤0.01%
150
1133
$21.2K ﹤0.01%
352
1134
$20.8K ﹤0.01%
418
-83
1135
$20.6K ﹤0.01%
1,138
-5,912
1136
$20.4K ﹤0.01%
+2,380
1137
$20.3K ﹤0.01%
+595
1138
$20.3K ﹤0.01%
500
1139
$20.2K ﹤0.01%
175
1140
$20.1K ﹤0.01%
438
1141
$20.1K ﹤0.01%
+550
1142
$20K ﹤0.01%
2,150
1143
$19.9K ﹤0.01%
77
1144
$19.9K ﹤0.01%
625
1145
$19.8K ﹤0.01%
189
+114
1146
$19.7K ﹤0.01%
462
+341
1147
$19.6K ﹤0.01%
34
1148
$19.6K ﹤0.01%
258
+1
1149
$19.5K ﹤0.01%
+840
1150
$19.5K ﹤0.01%
100
44 45
46
47 48