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
1576
$431 ﹤0.01%
33
1577
$418 ﹤0.01%
27
1578
$414 ﹤0.01%
2
+1
1579
$408 ﹤0.01%
40
-4,000
1580
$401 ﹤0.01%
5,050
1581
$385 ﹤0.01%
10,125
1582
$384 ﹤0.01%
4
-50
1583
$376 ﹤0.01%
19
1584
$369 ﹤0.01%
58
1585
$369 ﹤0.01%
1
1586
$368 ﹤0.01%
2
+1
1587
$366 ﹤0.01%
80
1588
$357 ﹤0.01%
4
1589
$350 ﹤0.01%
9,996
1590
$335 ﹤0.01%
6,204
1591
$334 ﹤0.01%
8,347
1592
$329 ﹤0.01%
37
1593
$328 ﹤0.01%
+1
1594
$326 ﹤0.01%
+33
1595
$325 ﹤0.01%
10
-1,035
1596
$321 ﹤0.01%
2
1597
$306 ﹤0.01%
2
-24
1598
$306 ﹤0.01%
20
-44,175
1599
$301 ﹤0.01%
16,000
1600
$290 ﹤0.01%
+7
62 63
64
65 66