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
$2.08B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21.8M
3
+$16.6M
4
REZI icon
Resideo Technologies
REZI
+$14.3M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13M

Top Sells

1
+$39.7M
2
+$18.7M
3
+$16.2M
4
BEAT
BioTelemetry, Inc.
BEAT
+$13.8M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$13.6M

Sector Composition

1 Financials 9.64%
2 Industrials 9.64%
3 Consumer Discretionary 9.4%
4 Technology 8.15%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.09%
24,527
-400
227
$1.75M 0.08%
13,354
-2,294
228
$1.75M 0.08%
476,082
-103,893
229
$1.68M 0.08%
12,789
+3,273
230
$1.67M 0.08%
19,892
+4,296
231
$1.66M 0.08%
327,879
-193,083
232
$1.65M 0.08%
5,496
+125
233
$1.63M 0.08%
160,642
-6,716
234
$1.63M 0.08%
178,081
+3,765
235
$1.59M 0.08%
13,628
-2,558
236
$1.52M 0.07%
16,418
+441
237
$1.47M 0.07%
281,512
+29,515
238
$1.45M 0.07%
27,836
-100
239
$1.42M 0.07%
13,089
+1,802
240
$1.42M 0.07%
106,526
+2,773
241
$1.42M 0.07%
39,438
242
$1.41M 0.07%
11,035
+375
243
$1.4M 0.07%
12,307
244
$1.4M 0.07%
27,436
+12,000
245
$1.39M 0.07%
57,267
246
$1.37M 0.07%
1,086
-683
247
$1.37M 0.07%
472,507
+199,800
248
$1.34M 0.06%
9,023
+980
249
$1.34M 0.06%
185,959
+4,406
250
$1.34M 0.06%
684,426
+97,426
8 9
10
11 12