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
201
$3.52M 0.08%
528,304
+6,154
202
$3.43M 0.08%
14,158
203
$3.43M 0.08%
42,907
-919
204
$3.41M 0.08%
82,536
-23,412
205
$3.36M 0.07%
167,266
-18
206
$3.35M 0.07%
68,360
+5,000
207
$3.35M 0.07%
256,719
+25,885
208
$3.34M 0.07%
63,373
+10,393
209
$3.27M 0.07%
29,651
+1,542
210
$3.26M 0.07%
169,020
-24,720
211
$3.25M 0.07%
17,335
-1,006
212
$3.21M 0.07%
173,448
+996
213
$3.14M 0.07%
119,708
+20,988
214
$3.14M 0.07%
52,399
+14,999
215
$3.05M 0.07%
134,130
+133,730
216
$3M 0.07%
162,905
-515
217
$2.95M 0.07%
37,878
-5,198
218
$2.95M 0.07%
15,933
+193
219
$2.92M 0.07%
72,011
+46,311
220
$2.91M 0.07%
68,657
-1,846
221
$2.9M 0.06%
6,277
-134
222
$2.87M 0.06%
82,708
+12,986
223
$2.86M 0.06%
6,442
-3,545
224
$2.86M 0.06%
247,521
-29,561
225
$2.85M 0.06%
10,027
-117
7 8
9
10 11