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
1826
– –
-2,415
1827
– –
-5,000
1828
– –
-4,563
1829
– –
-3,669
1830
$0 ﹤0.01%
5,200
1831
– –
-2,500
1832
– –
-334,990
1833
– –
-17,322
1834
– –
-4,550
1835
– –
-11,250
1836
– –
-3,750
1837
– –
-3,100
1838
– –
-48,147
1839
– –
-10,000
1840
$0 ﹤0.01%
2,500
1841
– –
-5,000
1842
$0 ﹤0.01%
12,558
1843
$0 ﹤0.01%
25,263
1844
– –
-566,052
1845
$0 ﹤0.01%
70,000
1846
$0 ﹤0.01%
11,000
1847
– –
-30,000
70 71 72 73
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