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
276
$1.24M 0.06%
200,980
-1,223
277
$1.21M 0.06%
95,531
+66
278
$1.21M 0.05%
388,597
-3,110
279
$1.19M 0.05%
277,701
-1,285
280
$1.19M 0.05%
16,510
-81
281
$1.17M 0.05%
209,729
-833
282
$1.17M 0.05%
60,264
+7,769
283
$1.16M 0.05%
19,437
-975
284
$1.12M 0.05%
32,560
+23,574
285
$1.12M 0.05%
27,528
+5,945
286
$1.11M 0.05%
9,088
-4,540
287
$1.1M 0.05%
574,598
-10,000
288
$1.1M 0.05%
9,378
+159
289
$1.1M 0.05%
177,932
-758
290
$1.08M 0.05%
172,005
-91,715
291
$1.08M 0.05%
15,783
+157
292
$1.08M 0.05%
5,384
+15
293
$1.08M 0.05%
422,366
+13,451
294
$1.07M 0.05%
32,456
-6,090
295
$1.07M 0.05%
94,442
-11,838
296
$1.06M 0.05%
93,732
-3,582
297
$1.06M 0.05%
126,409
-2,934
298
$1.03M 0.05%
12,062
-125
299
$1.03M 0.05%
26,548
-146
300
$1.03M 0.05%
19,857
-1,935
10 11
12
13 14