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
126
$7.25M 0.16%
11,392
+1,216
127
$6.9M 0.15%
89,752
-531
128
$6.88M 0.15%
51,980
+26,311
129
$6.86M 0.15%
6,688
-210
130
$6.78M 0.15%
29,740
+102
131
$6.73M 0.15%
39,741
+508
132
$6.68M 0.15%
38,139
-2,399
133
$6.58M 0.15%
296,610
+2,700
134
$6.47M 0.14%
328,472
+45,481
135
$6.47M 0.14%
9,337
+8,738
136
$6.43M 0.14%
56,819
-883
137
$6.41M 0.14%
11,243
-495
138
$6.3M 0.14%
32,012
-49
139
$6.17M 0.14%
70,830
-18,217
140
$6.08M 0.14%
39,124
+600
141
$6.08M 0.14%
47,073
+99
142
$6.07M 0.14%
91,704
+48,349
143
$6.06M 0.14%
126,803
+8,446
144
$5.97M 0.13%
83,343
-1,773
145
$5.94M 0.13%
53,309
-2,476
146
$5.89M 0.13%
123,199
-110,146
147
$5.82M 0.13%
34,944
-1,529
148
$5.81M 0.13%
11,241
-463
149
$5.72M 0.13%
62,426
+9,181
150
$5.7M 0.13%
70,390
+275
4 5
6
7 8