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
1626
$198 ﹤0.01%
19,800
1627
$198 ﹤0.01%
9,800
1628
$197 ﹤0.01%
1
1629
$192 ﹤0.01%
4,500
1630
$189 ﹤0.01%
+1
1631
$188 ﹤0.01%
1
1632
$187 ﹤0.01%
1
1633
$185 ﹤0.01%
50
-21
1634
$184 ﹤0.01%
2
1635
$180 ﹤0.01%
6,000
1636
$179 ﹤0.01%
+1
1637
$175 ﹤0.01%
1
1638
$171 ﹤0.01%
1
-32
1639
$160 ﹤0.01%
2,791
1640
$154 ﹤0.01%
10,850
1641
$150 ﹤0.01%
+1
1642
$150 ﹤0.01%
1
1643
$144 ﹤0.01%
+2
1644
$143 ﹤0.01%
6
1645
$138 ﹤0.01%
+2
1646
$131 ﹤0.01%
17,300
1647
$127 ﹤0.01%
3,175
1648
$119 ﹤0.01%
+1
1649
$118 ﹤0.01%
15,273
1650
$116 ﹤0.01%
1
64 65
66
67 68