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
251
$1.59M 0.07%
82,179
+30,090
252
$1.54M 0.07%
200,136
-1,254
253
$1.54M 0.07%
32,910
-820
254
$1.53M 0.07%
81,181
+12,894
255
$1.53M 0.07%
12,322
+15
256
$1.52M 0.07%
70,107
-101,663
257
$1.51M 0.07%
222,955
-4,737
258
$1.5M 0.07%
103,330
-3,196
259
$1.47M 0.07%
242,786
-1,574
260
$1.47M 0.07%
58,401
-281
261
$1.43M 0.07%
309,851
-2,397
262
$1.39M 0.06%
17,790
+475
263
$1.35M 0.06%
303,896
+78,866
264
$1.34M 0.06%
53,734
+981
265
$1.34M 0.06%
108,988
-700
266
$1.32M 0.06%
98,568
-1,720
267
$1.32M 0.06%
244,450
-52,245
268
$1.3M 0.06%
130,984
-47,097
269
$1.3M 0.06%
617,100
-35,255
270
$1.29M 0.06%
5,471
-25
271
$1.29M 0.06%
367,981
-16,121
272
$1.28M 0.06%
994
-92
273
$1.26M 0.06%
75,859
+14,079
274
$1.26M 0.06%
47,733
275
$1.24M 0.06%
50,140
-4,651
9 10
11
12 13