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
251
$1.33M 0.06%
201,390
+27,398
252
$1.31M 0.06%
36,379
-21,933
253
$1.31M 0.06%
3,859
+135
254
$1.31M 0.06%
11,377
-175
255
$1.3M 0.06%
109,688
+1,495
256
$1.28M 0.06%
17,315
257
$1.26M 0.06%
125,594
-20,796
258
$1.24M 0.06%
42,921
-8,352
259
$1.24M 0.06%
33,730
-18,346
260
$1.24M 0.06%
312,248
+275
261
$1.2M 0.06%
178,690
+49,321
262
$1.19M 0.06%
100,288
-125,182
263
$1.16M 0.06%
38,546
-3,992
264
$1.16M 0.06%
789,080
+130,096
265
$1.15M 0.06%
652,355
+252,355
266
$1.14M 0.06%
19,624
-1,114
267
$1.14M 0.05%
202,203
+2,750
268
$1.14M 0.05%
95,465
-245
269
$1.14M 0.05%
278,986
+128,228
270
$1.13M 0.05%
54,791
+6,394
271
$1.12M 0.05%
47,733
-1,414
272
$1.12M 0.05%
263,720
+134,550
273
$1.1M 0.05%
210,562
-13,242
274
$1.09M 0.05%
68,287
+4,328
275
$1.08M 0.05%
79,130
-1,611
9 10
11
12 13