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
1551
$760 ﹤0.01%
19
1552
$742 ﹤0.01%
250
+200
1553
$729 ﹤0.01%
16
-192
1554
$717 ﹤0.01%
39
-4
1555
$698 ﹤0.01%
127
1556
$666 ﹤0.01%
10
+5
1557
$664 ﹤0.01%
6
1558
$650 ﹤0.01%
111
-5
1559
$625 ﹤0.01%
13
1560
$608 ﹤0.01%
39
1561
$602 ﹤0.01%
+11
1562
$578 ﹤0.01%
18
+11
1563
$557 ﹤0.01%
8,400
1564
$547 ﹤0.01%
8
1565
$546 ﹤0.01%
222
1566
$528 ﹤0.01%
5,050
1567
$520 ﹤0.01%
1
1568
$513 ﹤0.01%
+150
1569
$492 ﹤0.01%
+100
1570
$477 ﹤0.01%
5
1571
$474 ﹤0.01%
100
1572
$461 ﹤0.01%
+3,294
1573
$453 ﹤0.01%
+110
1574
$439 ﹤0.01%
5
1575
$435 ﹤0.01%
13
-9
61 62
63
64 65