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
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.91M
3
+$8.49M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.75M
5
CFG icon
Citizens Financial Group
CFG
+$7.17M

Top Sells

1
+$11M
2
+$7.85M
3
+$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

Sector Composition

1 Industrials 11.21%
2 Technology 10.79%
3 Financials 10.75%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.81M 0.07%
167,358
+5,000
252
$1.81M 0.07%
24,927
-25
253
$1.81M 0.07%
181,553
+33,615
254
$1.8M 0.07%
658,984
+3,674
255
$1.78M 0.07%
129,847
256
$1.72M 0.07%
34,535
-4,774
257
$1.71M 0.07%
86,571
+460
258
$1.7M 0.07%
30,824
+8,448
259
$1.69M 0.07%
402,686
+2,129
260
$1.69M 0.07%
103,753
+497
261
$1.69M 0.07%
10,660
-175
262
$1.66M 0.06%
591,392
+416,392
263
$1.64M 0.06%
15,044
+3,669
264
$1.63M 0.06%
11,287
+2,204
265
$1.63M 0.06%
57,267
266
$1.62M 0.06%
65,333
+8,333
267
$1.62M 0.06%
311,973
+1,631
268
$1.61M 0.06%
146,390
+656
269
$1.59M 0.06%
49,650
-76,250
270
$1.58M 0.06%
94,560
-10,750
271
$1.58M 0.06%
30,447
-115
272
$1.56M 0.06%
45,515
273
$1.56M 0.06%
27,351
+2,383
274
$1.56M 0.06%
108,193
+633
275
$1.56M 0.06%
39,438
+9,700
9 10
11
12 13