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
1351
$5.78K ﹤0.01%
40
1352
$5.77K ﹤0.01%
215
-46
1353
$5.75K ﹤0.01%
104
-3
1354
$5.75K ﹤0.01%
76
1355
$5.73K ﹤0.01%
100
1356
$5.71K ﹤0.01%
1,332
1357
$5.7K ﹤0.01%
+3,410
1358
$5.62K ﹤0.01%
100
1359
$5.6K ﹤0.01%
23
-3
1360
$5.6K ﹤0.01%
129
+61
1361
$5.59K ﹤0.01%
54
1362
$5.5K ﹤0.01%
70
1363
$5.49K ﹤0.01%
202
+20
1364
$5.42K ﹤0.01%
35
+34
1365
$5.39K ﹤0.01%
151
1366
$5.31K ﹤0.01%
200
1367
$5.3K ﹤0.01%
120
1368
$5.24K ﹤0.01%
28
1369
$5.24K ﹤0.01%
199
-100
1370
$5.21K ﹤0.01%
+25
1371
$5.12K ﹤0.01%
95
1372
$5.03K ﹤0.01%
1,330
1373
$5.02K ﹤0.01%
137
1374
$4.9K ﹤0.01%
66
1375
$4.71K ﹤0.01%
171
53 54
55
56 57