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
1526
$1.14K ﹤0.01%
+11
1527
$1.12K ﹤0.01%
176
-144,081
1528
$1.09K ﹤0.01%
76
1529
$1.08K ﹤0.01%
20
1530
$1.06K ﹤0.01%
+23
1531
$1.05K ﹤0.01%
+19
1532
$1.01K ﹤0.01%
78
1533
$1K ﹤0.01%
7
+5
1534
$984 ﹤0.01%
300
1535
$981 ﹤0.01%
17,548
1536
$981 ﹤0.01%
19,700
1537
$975 ﹤0.01%
7,500
1538
$944 ﹤0.01%
1,225
1539
$920 ﹤0.01%
+100
1540
$916 ﹤0.01%
18
1541
$913 ﹤0.01%
75
1542
$896 ﹤0.01%
51,800
1543
$861 ﹤0.01%
7,826
1544
$847 ﹤0.01%
32
-2,600
1545
$828 ﹤0.01%
4
1546
$808 ﹤0.01%
149
1547
$778 ﹤0.01%
16
1548
$774 ﹤0.01%
22
1549
$770 ﹤0.01%
36
1550
$762 ﹤0.01%
847
60 61
62
63 64