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
1601
$287 ﹤0.01%
5
1602
$283 ﹤0.01%
14
1603
$283 ﹤0.01%
4
1604
$274 ﹤0.01%
5
1605
$270 ﹤0.01%
6,000
1606
$261 ﹤0.01%
2
1607
$258 ﹤0.01%
6,450
1608
$251 ﹤0.01%
1
1609
$241 ﹤0.01%
5
1610
$240 ﹤0.01%
4,366
1611
$233 ﹤0.01%
35
1612
$232 ﹤0.01%
+5
1613
$231 ﹤0.01%
1
1614
$229 ﹤0.01%
1
1615
$226 ﹤0.01%
1
1616
$225 ﹤0.01%
3
-297
1617
$225 ﹤0.01%
6
1618
$221 ﹤0.01%
23
1619
$219 ﹤0.01%
+2
1620
$211 ﹤0.01%
10
1621
$206 ﹤0.01%
6,000
1622
$205 ﹤0.01%
4
1623
$204 ﹤0.01%
+1
1624
$200 ﹤0.01%
2,000
1625
$199 ﹤0.01%
8
63 64
65
66 67