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
1726
– –
-11,585
1727
$0 ﹤0.01%
400
1728
$0 ﹤0.01%
12,098
1729
– –
-43,850
1730
– –
-1,061
1731
– –
-200
1732
– –
-2
1733
– –
-20,025
1734
– –
-156
1735
– –
-22,430
1736
– –
-500
1737
– –
-125
1738
– –
-800
1739
– –
-26,500
1740
– –
0
1741
– –
-100
1742
– –
-1,452
1743
– –
-250
1744
– –
-209
1745
– –
0
1746
– –
-9,950
1747
– –
0
1748
– –
-3
1749
– –
-1,512
1750
– –
-10,000
68 69
70
71 72