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
1476
$1.98K ﹤0.01%
+200
1477
$1.98K ﹤0.01%
155
1478
$1.97K ﹤0.01%
5
1479
$1.91K ﹤0.01%
+148
1480
$1.79K ﹤0.01%
+40
1481
$1.78K ﹤0.01%
+16
1482
$1.78K ﹤0.01%
31
1483
$1.75K ﹤0.01%
16
-1
1484
$1.73K ﹤0.01%
20
1485
$1.68K ﹤0.01%
126
1486
$1.67K ﹤0.01%
71
-411
1487
$1.64K ﹤0.01%
+57
1488
$1.64K ﹤0.01%
100
1489
$1.63K ﹤0.01%
374
-375
1490
$1.61K ﹤0.01%
525
1491
$1.61K ﹤0.01%
42
-89
1492
$1.61K ﹤0.01%
20
1493
$1.56K ﹤0.01%
185
1494
$1.52K ﹤0.01%
1,146
1495
$1.51K ﹤0.01%
17
-2
1496
$1.5K ﹤0.01%
18
1497
$1.5K ﹤0.01%
25,000
1498
$1.47K ﹤0.01%
+30
1499
$1.44K ﹤0.01%
42
1500
$1.44K ﹤0.01%
11
58 59
60
61 62