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
101
$9.43M 0.21%
68,376
-6,558
102
$9.38M 0.21%
257,245
+3,540
103
$9.29M 0.21%
23,133
+398
104
$9.23M 0.21%
328,578
+2,326
105
$9.12M 0.2%
91,705
-39,228
106
$9.07M 0.2%
347,630
-12,699
107
$9.01M 0.2%
1,175,015
+22,510
108
$9.01M 0.2%
109,932
-10,187
109
$8.81M 0.2%
84,726
+84,705
110
$8.74M 0.2%
17,098
+1,531
111
$8.65M 0.19%
6,824
+655
112
$8.58M 0.19%
195,631
-13,576
113
$8.53M 0.19%
29,406
-237
114
$8.45M 0.19%
29,168
-507
115
$8.39M 0.19%
94,460
-9,076
116
$8.37M 0.19%
77,778
-6,807
117
$8.36M 0.19%
86,570
+11,706
118
$8.14M 0.18%
137,519
-4,795
119
$8M 0.18%
146,365
-46,845
120
$7.98M 0.18%
161,093
+2,454
121
$7.68M 0.17%
36,502
-2,618
122
$7.67M 0.17%
38,127
-191
123
$7.63M 0.17%
75,193
+8,870
124
$7.55M 0.17%
31,428
-256
125
$7.35M 0.16%
306,573
-337,683
3 4
5
6 7