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
1201
$14.8K ﹤0.01%
300
1202
$14.8K ﹤0.01%
1,553
1203
$14.8K ﹤0.01%
+34
1204
$14.6K ﹤0.01%
+500
1205
$14.6K ﹤0.01%
392
1206
$14.5K ﹤0.01%
175
-1
1207
$14.5K ﹤0.01%
234
-11
1208
$14.4K ﹤0.01%
123
1209
$14.3K ﹤0.01%
1,419
1210
$14.1K ﹤0.01%
100
-64
1211
$14K ﹤0.01%
1,500
-300
1212
$13.9K ﹤0.01%
291
-75
1213
$13.7K ﹤0.01%
135
1214
$13.7K ﹤0.01%
2,400
-3,500
1215
$13.7K ﹤0.01%
350
1216
$13.5K ﹤0.01%
27
1217
$13.5K ﹤0.01%
116
-36
1218
$13.3K ﹤0.01%
54
1219
$13.3K ﹤0.01%
215
1220
$13.3K ﹤0.01%
150
1221
$13.3K ﹤0.01%
317
+16
1222
$13.2K ﹤0.01%
74
-2
1223
$13.1K ﹤0.01%
1,397
+397
1224
$13.1K ﹤0.01%
400
1225
$13K ﹤0.01%
69
47 48
49
50 51