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
301
$1.36M 0.05%
123,640
-23,325
302
$1.35M 0.05%
15,136
-100
303
$1.35M 0.05%
40,229
304
$1.33M 0.05%
120,972
+27,664
305
$1.33M 0.05%
115,299
+24,307
306
$1.32M 0.05%
10,207
+119
307
$1.32M 0.05%
90,862
+327
308
$1.31M 0.05%
63,959
+353
309
$1.31M 0.05%
251,997
+42,939
310
$1.31M 0.05%
51,271
-10,819
311
$1.31M 0.05%
128,181
+722
312
$1.29M 0.05%
17,315
+110
313
$1.28M 0.05%
53,827
-10,182
314
$1.27M 0.05%
20,412
-2,030
315
$1.27M 0.05%
9,422
+12
316
$1.27M 0.05%
287,150
+1,534
317
$1.24M 0.05%
388,105
+2,033
318
$1.22M 0.05%
24,380
+13,536
319
$1.22M 0.05%
16,271
+40
320
$1.19M 0.05%
156,982
-5,581
321
$1.18M 0.05%
400,000
+146,000
322
$1.18M 0.05%
16,591
323
$1.17M 0.05%
100,038
-3,942
324
$1.17M 0.05%
587,000
+45,000
325
$1.17M 0.05%
19,067
+12,213
11 12
13
14 15