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
1801
– –
-550
1802
– –
-100
1803
– –
-51,030
1804
– –
-75
1805
– –
-1,075
1806
– –
-190
1807
– –
-1,150
1808
– –
-2,790
1809
– –
-33
1810
– –
-1,100
1811
– –
-2,500
1812
– –
0
1813
– –
-4,898
1814
– –
-486
1815
– –
-100
1816
– –
-23
1817
– –
-500
1818
– –
-1,885
1819
– –
-82,159
1820
– –
-28
1821
– –
-50,000
1822
– –
-1,467
1823
– –
-100
1824
– –
-103,269
1825
– –
-282,437
70 71 72
73
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