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
1326
$6.69K ﹤0.01%
50
1327
$6.58K ﹤0.01%
400
-6,000
1328
$6.52K ﹤0.01%
300
-12
1329
$6.51K ﹤0.01%
177
+176
1330
$6.36K ﹤0.01%
153
+2
1331
$6.34K ﹤0.01%
25
1332
$6.34K ﹤0.01%
650
+2
1333
$6.33K ﹤0.01%
85
1334
$6.29K ﹤0.01%
500
1335
$6.27K ﹤0.01%
+56
1336
$6.2K ﹤0.01%
137
1337
$6.18K ﹤0.01%
212
-154
1338
$6.12K ﹤0.01%
264
1339
$6.11K ﹤0.01%
112
1340
$6K ﹤0.01%
10
-279
1341
$5.97K ﹤0.01%
252
1342
$5.96K ﹤0.01%
235
+225
1343
$5.94K ﹤0.01%
103
-2
1344
$5.94K ﹤0.01%
+16
1345
$5.93K ﹤0.01%
87
-449
1346
$5.93K ﹤0.01%
82
1347
$5.91K ﹤0.01%
100
1348
$5.84K ﹤0.01%
200
+155
1349
$5.83K ﹤0.01%
124
1350
$5.79K ﹤0.01%
124
52 53
54
55 56