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
176
$4.52M 0.1%
28,331
+3,411
177
$4.49M 0.1%
10,070
+40
178
$4.47M 0.1%
474,653
-178
179
$4.46M 0.1%
168,234
-79,467
180
$4.45M 0.1%
178,087
-17,480
181
$4.39M 0.1%
142,738
+13,492
182
$4.39M 0.1%
47,530
+430
183
$4.37M 0.1%
18,238
-251
184
$4.36M 0.1%
116,056
-14,769
185
$4.23M 0.09%
8,727
-94
186
$4.15M 0.09%
36,388
-1,137
187
$4.14M 0.09%
93,659
+42,766
188
$4.11M 0.09%
240,456
-19,731
189
$4.01M 0.09%
33,217
+321
190
$3.88M 0.09%
80,450
-47,250
191
$3.83M 0.09%
90,039
+15,715
192
$3.82M 0.09%
149,493
+79,148
193
$3.71M 0.08%
62,967
-16,466
194
$3.68M 0.08%
142,627
-1,288
195
$3.67M 0.08%
85,240
+14,716
196
$3.64M 0.08%
22,391
+2,997
197
$3.6M 0.08%
88,230
+78,420
198
$3.56M 0.08%
70,626
+40
199
$3.53M 0.08%
19,089
-12
200
$3.52M 0.08%
20,812
-3,014
6 7
8
9 10