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
1226
$13K ﹤0.01%
68
1227
$12.9K ﹤0.01%
346
1228
$12.8K ﹤0.01%
384
-289
1229
$12.8K ﹤0.01%
243
+10
1230
$12.8K ﹤0.01%
2,190
1231
$12.7K ﹤0.01%
1,000
1232
$12.6K ﹤0.01%
1,400
1233
$12.6K ﹤0.01%
68
1234
$12.6K ﹤0.01%
1,320
1235
$12.5K ﹤0.01%
+622
1236
$12.4K ﹤0.01%
60
1237
$12.3K ﹤0.01%
80
1238
$12.2K ﹤0.01%
290
1239
$12.1K ﹤0.01%
5
-11
1240
$12.1K ﹤0.01%
100
-350
1241
$12K ﹤0.01%
100
-20
1242
$11.9K ﹤0.01%
77
1243
$11.8K ﹤0.01%
170
1244
$11.4K ﹤0.01%
500
1245
$11.4K ﹤0.01%
1,500
1246
$11K ﹤0.01%
136
1247
$11K ﹤0.01%
120
1248
$10.9K ﹤0.01%
251
1249
$10.8K ﹤0.01%
850
-300
1250
$10.8K ﹤0.01%
700
-4,640
48 49
50
51 52