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
1426
$3.27K ﹤0.01%
108
1427
$3.2K ﹤0.01%
+1
1428
$3.17K ﹤0.01%
1,000
1429
$3.13K ﹤0.01%
243
1430
$3.08K ﹤0.01%
200
1431
$3.04K ﹤0.01%
100
1432
$3K ﹤0.01%
154
1433
$2.98K ﹤0.01%
87
-398
1434
$2.9K ﹤0.01%
51
1435
$2.87K ﹤0.01%
540
1436
$2.86K ﹤0.01%
35
1437
$2.85K ﹤0.01%
250
1438
$2.76K ﹤0.01%
33
1439
$2.72K ﹤0.01%
57
1440
$2.66K ﹤0.01%
100
1441
$2.63K ﹤0.01%
+63
1442
$2.63K ﹤0.01%
100
1443
$2.61K ﹤0.01%
82
1444
$2.55K ﹤0.01%
+126
1445
$2.54K ﹤0.01%
70
1446
$2.54K ﹤0.01%
125
1447
$2.54K ﹤0.01%
100
1448
$2.53K ﹤0.01%
62
1449
$2.49K ﹤0.01%
+47
1450
$2.47K ﹤0.01%
100
56 57
58
59 60