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
1401
$4.18K ﹤0.01%
241
1402
$4.17K ﹤0.01%
119
1403
$4.17K ﹤0.01%
96
1404
$4K ﹤0.01%
+500
1405
$3.98K ﹤0.01%
2,250
-800
1406
$3.98K ﹤0.01%
134
1407
$3.9K ﹤0.01%
6
+2
1408
$3.89K ﹤0.01%
90
1409
$3.86K ﹤0.01%
133
1410
$3.8K ﹤0.01%
20
-7
1411
$3.76K ﹤0.01%
313
1412
$3.73K ﹤0.01%
300
1413
$3.73K ﹤0.01%
180
1414
$3.67K ﹤0.01%
117
1415
$3.65K ﹤0.01%
107
1416
$3.53K ﹤0.01%
1,522
1417
$3.53K ﹤0.01%
473
1418
$3.5K ﹤0.01%
27
1419
$3.49K ﹤0.01%
310
1420
$3.46K ﹤0.01%
710
1421
$3.36K ﹤0.01%
+277
1422
$3.32K ﹤0.01%
+64
1423
$3.3K ﹤0.01%
14
1424
$3.29K ﹤0.01%
634
1425
$3.27K ﹤0.01%
+75
55 56
57
58 59