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
1176
$17.7K ﹤0.01%
227
-108
1177
$17.6K ﹤0.01%
3,180
1178
$17.5K ﹤0.01%
546
+318
1179
$17.3K ﹤0.01%
1,100
1180
$17.2K ﹤0.01%
174
1181
$17.1K ﹤0.01%
+500
1182
$17.1K ﹤0.01%
113
1183
$17K ﹤0.01%
+200
1184
$17K ﹤0.01%
152
+2
1185
$16.9K ﹤0.01%
556
-1,584
1186
$16.9K ﹤0.01%
834
-24,595
1187
$16.4K ﹤0.01%
2
1188
$16.3K ﹤0.01%
750
1189
$16.3K ﹤0.01%
450
1190
$16.2K ﹤0.01%
3,060
1191
$16K ﹤0.01%
200
1192
$16K ﹤0.01%
116
1193
$15.8K ﹤0.01%
207
1194
$15.6K ﹤0.01%
270
+50
1195
$15.5K ﹤0.01%
46
1196
$15.4K ﹤0.01%
145
-46
1197
$15.3K ﹤0.01%
+356
1198
$15.1K ﹤0.01%
132
-39
1199
$15.1K ﹤0.01%
556
1200
$14.8K ﹤0.01%
155
46 47
48
49 50