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
1151
$19.3K ﹤0.01%
200
1152
$19.2K ﹤0.01%
200
1153
$19.2K ﹤0.01%
210
-452
1154
$19.2K ﹤0.01%
+2,500
1155
$19.2K ﹤0.01%
+800
1156
$19.1K ﹤0.01%
271
1157
$19K ﹤0.01%
1,200
-649
1158
$18.9K ﹤0.01%
248
1159
$18.8K ﹤0.01%
+500
1160
$18.7K ﹤0.01%
514
1161
$18.7K ﹤0.01%
177
1162
$18.7K ﹤0.01%
240
1163
$18.6K ﹤0.01%
88
1164
$18.6K ﹤0.01%
455
-1,817
1165
$18.5K ﹤0.01%
400
1166
$18.4K ﹤0.01%
300
-220
1167
$18.3K ﹤0.01%
1,000
1168
$18.3K ﹤0.01%
+750
1169
$18.2K ﹤0.01%
350
-771
1170
$18.1K ﹤0.01%
359
-3
1171
$18.1K ﹤0.01%
105
1172
$18K ﹤0.01%
1,367
1173
$17.8K ﹤0.01%
2,000
1174
$17.7K ﹤0.01%
222
+70
1175
$17.7K ﹤0.01%
1,000
45 46
47
48 49