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
1451
$2.45K ﹤0.01%
32
1452
$2.45K ﹤0.01%
+750
1453
$2.43K ﹤0.01%
10
1454
$2.42K ﹤0.01%
100
1455
$2.41K ﹤0.01%
185
1456
$2.38K ﹤0.01%
28,000
1457
$2.37K ﹤0.01%
286
1458
$2.35K ﹤0.01%
74
-272
1459
$2.35K ﹤0.01%
10,449
1460
$2.34K ﹤0.01%
125
1461
$2.31K ﹤0.01%
30
-80
1462
$2.23K ﹤0.01%
+47
1463
$2.15K ﹤0.01%
63
1464
$2.14K ﹤0.01%
+29
1465
$2.14K ﹤0.01%
4
1466
$2.08K ﹤0.01%
1,100
-5,000
1467
$2.08K ﹤0.01%
167
1468
$2.06K ﹤0.01%
30
-2
1469
$2.05K ﹤0.01%
+10,000
1470
$2.05K ﹤0.01%
+50
1471
$2.04K ﹤0.01%
+13
1472
$2.01K ﹤0.01%
56
1473
$2K ﹤0.01%
60
-60
1474
$1.99K ﹤0.01%
1
1475
$1.99K ﹤0.01%
128
57 58
59
60 61