AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1651
$105 ﹤0.01%
13,850
1652
$100 ﹤0.01%
5,000
1653
$95 ﹤0.01%
5,050
1654
$86 ﹤0.01%
66
1655
$82 ﹤0.01%
8,154
1656
$81 ﹤0.01%
2,607
1657
$81 ﹤0.01%
2,500
1658
$80 ﹤0.01%
20
1659
$74 ﹤0.01%
3,333
1660
$72 ﹤0.01%
5,000
1661
$70 ﹤0.01%
2,000
1662
$68 ﹤0.01%
44
1663
$63 ﹤0.01%
2,500
1664
$61 ﹤0.01%
7
1665
$61 ﹤0.01%
6,139
1666
$56 ﹤0.01%
+14,004
1667
$50 ﹤0.01%
5,000
1668
$49 ﹤0.01%
3,250
1669
$45 ﹤0.01%
+6
1670
$44 ﹤0.01%
188
1671
$44 ﹤0.01%
6,250
1672
$43 ﹤0.01%
4,300
1673
$41 ﹤0.01%
2
1674
$34 ﹤0.01%
3,700
1675
$27 ﹤0.01%
1
-3
65 66
67
68 69