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
1251
$10.8K ﹤0.01%
125
1252
$10.7K ﹤0.01%
335
1253
$10.7K ﹤0.01%
42
1254
$10.7K ﹤0.01%
185
1255
$10.7K ﹤0.01%
76
1256
$10.5K ﹤0.01%
101
+51
1257
$10.5K ﹤0.01%
73
1258
$10.3K ﹤0.01%
577
-43
1259
$10.1K ﹤0.01%
58
1260
$10.1K ﹤0.01%
300
1261
$10.1K ﹤0.01%
600
1262
$9.95K ﹤0.01%
21
1263
$9.9K ﹤0.01%
+150
1264
$9.71K ﹤0.01%
80
1265
$9.7K ﹤0.01%
104
+1
1266
$9.65K ﹤0.01%
112
1267
$9.55K ﹤0.01%
300
1268
$9.48K ﹤0.01%
70
1269
$9.46K ﹤0.01%
250
1270
$9.29K ﹤0.01%
441
1271
$9.23K ﹤0.01%
400
1272
$9.21K ﹤0.01%
97
+1
1273
$9.19K ﹤0.01%
538
1274
$9.13K ﹤0.01%
1,050
1275
$9.11K ﹤0.01%
500