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
1376
$4.71K ﹤0.01%
54
1377
$4.69K ﹤0.01%
150
1378
$4.67K ﹤0.01%
+182
1379
$4.65K ﹤0.01%
150
1380
$4.62K ﹤0.01%
800
1381
$4.6K ﹤0.01%
600
1382
$4.59K ﹤0.01%
48
1383
$4.58K ﹤0.01%
1,395
+750
1384
$4.55K ﹤0.01%
500
1385
$4.54K ﹤0.01%
50
1386
$4.54K ﹤0.01%
31
1387
$4.48K ﹤0.01%
1,450
1388
$4.48K ﹤0.01%
550
1389
$4.47K ﹤0.01%
+476
1390
$4.43K ﹤0.01%
+68
1391
$4.41K ﹤0.01%
39
1392
$4.4K ﹤0.01%
200
-225
1393
$4.37K ﹤0.01%
100
1394
$4.36K ﹤0.01%
250
+150
1395
$4.3K ﹤0.01%
+79
1396
$4.28K ﹤0.01%
55
-343
1397
$4.22K ﹤0.01%
26
1398
$4.2K ﹤0.01%
+87
1399
$4.19K ﹤0.01%
20
1400
$4.19K ﹤0.01%
34
54 55
56
57 58