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
151
$5.68M 0.13%
75,069
-13,717
152
$5.58M 0.12%
56,976
-728
153
$5.45M 0.12%
123,705
+2,767
154
$5.45M 0.12%
16,026
-1,311
155
$5.38M 0.12%
777,013
+462,059
156
$5.36M 0.12%
62,612
+5,235
157
$5.35M 0.12%
55,270
+8,263
158
$5.31M 0.12%
169,235
+353
159
$5.25M 0.12%
254,156
+186,550
160
$5.18M 0.12%
195,474
-34,055
161
$5.18M 0.12%
31,783
+944
162
$5.11M 0.11%
133,650
+1,390
163
$4.94M 0.11%
674,554
+291,550
164
$4.91M 0.11%
527,113
-346,393
165
$4.85M 0.11%
241,019
+5,879
166
$4.85M 0.11%
169,294
+5,457
167
$4.85M 0.11%
203,446
+830
168
$4.84M 0.11%
307,789
+60,786
169
$4.8M 0.11%
40,879
-88
170
$4.75M 0.11%
90,618
+11,825
171
$4.71M 0.11%
130,767
+700
172
$4.66M 0.1%
18,894
-602
173
$4.65M 0.1%
159,185
+19,778
174
$4.6M 0.1%
47,471
-5,851
175
$4.53M 0.1%
59,893
-16,203
5 6
7
8 9