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
1276
$9.1K ﹤0.01%
50
1277
$9.06K ﹤0.01%
92
-748
1278
$9.03K ﹤0.01%
1,579
1279
$8.98K ﹤0.01%
+350
1280
$8.95K ﹤0.01%
20
1281
$8.93K ﹤0.01%
700
1282
$8.88K ﹤0.01%
127
1283
$8.78K ﹤0.01%
148
1284
$8.68K ﹤0.01%
160
1285
$8.65K ﹤0.01%
+450
1286
$8.59K ﹤0.01%
25
-38
1287
$8.51K ﹤0.01%
368
1288
$8.5K ﹤0.01%
125
1289
$8.47K ﹤0.01%
214
1290
$8.46K ﹤0.01%
127
1291
$8.44K ﹤0.01%
183
1292
$8.41K ﹤0.01%
800
-200
1293
$8.41K ﹤0.01%
307
-4,951
1294
$8.32K ﹤0.01%
221
1295
$8.28K ﹤0.01%
28
1296
$8.27K ﹤0.01%
330
1297
$8.26K ﹤0.01%
75
1298
$8.25K ﹤0.01%
111
+46
1299
$8.14K ﹤0.01%
156
1300
$8K ﹤0.01%
1,068
50 51
52
53 54