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
$2.08B
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
276
$1.07M 0.05%
52,495
+34,104
277
$1.07M 0.05%
17,289
+5,758
278
$1.06M 0.05%
20,412
279
$1.06M 0.05%
+52,089
280
$1.05M 0.05%
33,216
+21,854
281
$1.05M 0.05%
296,695
+9,545
282
$1.04M 0.05%
16,266
+1,130
283
$1.03M 0.05%
21,792
-8,655
284
$1.01M 0.05%
106,280
-11,920
285
$1.01M 0.05%
58,682
+24,147
286
$1.01M 0.05%
289,016
+88,482
287
$1M 0.05%
16,591
288
$1M 0.05%
61,780
+10,509
289
$992K 0.05%
244,360
+43,827
290
$990K 0.05%
26,589
+15,631
291
$989K 0.05%
103,750
+30,933
292
$979K 0.05%
225,030
+83,556
293
$972K 0.05%
97,314
-2,724
294
$967K 0.05%
225,444
+68,462
295
$951K 0.05%
12,187
+264
296
$942K 0.05%
91,380
297
$930K 0.04%
15,626
-1,790
298
$921K 0.04%
14,237
+13,609
299
$918K 0.04%
14,672
-180
300
$916K 0.04%
21,284
-71,210
10 11
12
13 14