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
1701
$0 ﹤0.01%
3,000
1702
$0 ﹤0.01%
17,542
1703
– –
0
1704
$0 ﹤0.01%
15,470
1705
$0 ﹤0.01%
12,698
1706
$0 ﹤0.01%
147
1707
$0 ﹤0.01%
28
1708
– –
-11,585
1709
$0 ﹤0.01%
400
1710
$0 ﹤0.01%
12,098
1711
– –
-43,850
1712
$0 ﹤0.01%
310
1713
$0 ﹤0.01%
35,100
1714
$0 ﹤0.01%
450
-9,000
1715
$0 ﹤0.01%
640
1716
$0 ﹤0.01%
6,000
1717
$0 ﹤0.01%
50,000
1718
$0 ﹤0.01%
2
1719
– –
-4,338
1720
$0 ﹤0.01%
250
1721
– –
-450
1722
– –
-2,600
1723
$0 ﹤0.01%
580
1724
$0 ﹤0.01%
142
1725
$0 ﹤0.01%
1,000
67 68
69
70 71