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
1676
$27 ﹤0.01%
2,500
1677
$25 ﹤0.01%
+10
1678
$25 ﹤0.01%
15
-3,000
1679
$25 ﹤0.01%
+56
1680
– –
0
1681
$22 ﹤0.01%
+1
1682
$21 ﹤0.01%
2,500
1683
$13 ﹤0.01%
3,200
1684
$11 ﹤0.01%
8,620
1685
$8 ﹤0.01%
2,500
1686
$7 ﹤0.01%
2,700
1687
$6 ﹤0.01%
59,000
1688
$6 ﹤0.01%
8,150
1689
$6 ﹤0.01%
8,600
1690
$2 ﹤0.01%
1
-131
1691
$2 ﹤0.01%
2,600
1692
– –
-23,200
1693
$0 ﹤0.01%
32,365
1694
$0 ﹤0.01%
3,000
1695
$0 ﹤0.01%
17,542
1696
– –
0
1697
$0 ﹤0.01%
15,470
1698
$0 ﹤0.01%
4,360
1699
$0 ﹤0.01%
5,298
1700
$0 ﹤0.01%
6,540
66 67
68
69 70