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
1501
$1.43K ﹤0.01%
10
-2
1502
$1.41K ﹤0.01%
+100
1503
$1.37K ﹤0.01%
65
-25,350
1504
$1.35K ﹤0.01%
45,000
1505
$1.34K ﹤0.01%
33,458
1506
$1.33K ﹤0.01%
20,339
1507
$1.32K ﹤0.01%
11
-265
1508
$1.32K ﹤0.01%
116
1509
$1.31K ﹤0.01%
+19
1510
$1.3K ﹤0.01%
25
1511
$1.29K ﹤0.01%
20
1512
$1.26K ﹤0.01%
100
1513
$1.26K ﹤0.01%
29
1514
$1.24K ﹤0.01%
50
1515
$1.22K ﹤0.01%
42
1516
$1.21K ﹤0.01%
44,735
1517
$1.2K ﹤0.01%
9
-71
1518
$1.2K ﹤0.01%
1,600
1519
$1.19K ﹤0.01%
63
1520
$1.19K ﹤0.01%
110
1521
$1.18K ﹤0.01%
+2
1522
$1.16K ﹤0.01%
100
1523
$1.15K ﹤0.01%
24,522
1524
$1.14K ﹤0.01%
+25
1525
$1.14K ﹤0.01%
+31
59 60
61
62 63