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
1751
– –
-31,970
1752
$0 ﹤0.01%
1
1753
– –
-10,000
1754
– –
-40,813
1755
– –
-1
1756
– –
-11,886
1757
– –
-235,804
1758
– –
-5,000
1759
– –
-2,415
1760
$0 ﹤0.01%
2,500
1761
$0 ﹤0.01%
4,360
1762
$0 ﹤0.01%
5,298
1763
$0 ﹤0.01%
6,540
1764
$0 ﹤0.01%
2,000
1765
$0 ﹤0.01%
20,213
1766
$0 ﹤0.01%
100
1767
– –
-14,004
1768
$0 ﹤0.01%
85
1769
– –
-20,025
1770
– –
-156
1771
– –
-22,430
1772
– –
-500
1773
– –
-125
1774
– –
-800
1775
– –
-26,500
69 70
71
72 73