AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1301
$7.93K ﹤0.01%
950
1302
$7.93K ﹤0.01%
212
1303
$7.91K ﹤0.01%
270
1304
$7.73K ﹤0.01%
1,000
1305
$7.73K ﹤0.01%
200
1306
$7.64K ﹤0.01%
41
-35
1307
$7.56K ﹤0.01%
+2,000
1308
$7.46K ﹤0.01%
325
1309
$7.41K ﹤0.01%
642
1310
$7.36K ﹤0.01%
108
1311
$7.36K ﹤0.01%
38
1312
$7.34K ﹤0.01%
24
+15
1313
$7.32K ﹤0.01%
+85
1314
$7.11K ﹤0.01%
95
1315
$7.09K ﹤0.01%
200
-200
1316
$7.08K ﹤0.01%
68
1317
$7.06K ﹤0.01%
108
1318
$7.04K ﹤0.01%
142
1319
$7K ﹤0.01%
143
1320
$6.97K ﹤0.01%
+92
1321
$6.97K ﹤0.01%
170
+163
1322
$6.97K ﹤0.01%
90
1323
$6.96K ﹤0.01%
173
-40
1324
$6.81K ﹤0.01%
120
-8
1325
$6.71K ﹤0.01%
319
51 52
53
54 55