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
$2.2B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$14M
3
+$10.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.3M
5
HNGR
Hanger Inc.
HNGR
+$8.3M

Top Sells

1
+$183M
2
+$27.6M
3
+$16.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$16M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$13.2M

Sector Composition

1 Industrials 10.47%
2 Financials 10.15%
3 Technology 9.25%
4 Consumer Discretionary 8.55%
5 Healthcare 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.84M 0.08%
19,466
+3,200
227
$1.83M 0.08%
14,848
-1,250
228
$1.83M 0.08%
4,027
+168
229
$1.82M 0.08%
+41,032
230
$1.81M 0.08%
476,000
-82
231
$1.8M 0.08%
34,724
+7,288
232
$1.79M 0.08%
37,581
-97,596
233
$1.79M 0.08%
13,275
+186
234
$1.76M 0.08%
784,285
-4,795
235
$1.75M 0.08%
183,276
-38,335
236
$1.73M 0.08%
2,782
-294,109
237
$1.72M 0.08%
11,335
+300
238
$1.71M 0.08%
895,000
+210,574
239
$1.7M 0.08%
61,797
+4,530
240
$1.7M 0.08%
184,823
-1,136
241
$1.67M 0.08%
264,114
-63,765
242
$1.65M 0.07%
269,320
-12,192
243
$1.64M 0.07%
153,000
-7,642
244
$1.62M 0.07%
11,552
+175
245
$1.62M 0.07%
39,054
-384
246
$1.62M 0.07%
37,170
+791
247
$1.6M 0.07%
430,304
-42,203
248
$1.6M 0.07%
28,041
-4,206
249
$1.59M 0.07%
27,592
-244
250
$1.59M 0.07%
9,255
+232
8 9
10
11 12