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
1826
– –
0
1827
– –
0
1828
– –
-25,920
1829
– –
-12
1830
– –
-1,900
1831
– –
-333
1832
– –
-5,318
1833
– –
-29,200
1834
– –
-5,000
1835
– –
-4,563
1836
– –
-3,669
1837
– –
-1,061
1838
$0 ﹤0.01%
5,200
1839
– –
-2,500
1840
– –
-334,990
1841
– –
-17,322
1842
– –
-4,550
1843
– –
-11,250
1844
– –
-3,750
1845
– –
-3,100
1846
– –
-48,147
1847
– –
-10,000
70 71 72 73
74