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
301
$916K 0.04%
26,694
302
$905K 0.04%
391,707
-75,496
303
$903K 0.04%
384,102
-18,584
304
$896K 0.04%
160,287
+95,225
305
$896K 0.04%
5,369
+16
306
$892K 0.04%
35,681
+6,005
307
$887K 0.04%
37,732
-15,840
308
$887K 0.04%
17,379
+7,379
309
$882K 0.04%
8,630
310
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171,378
-82,739
311
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+74,548
312
$868K 0.04%
13,996
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313
$862K 0.04%
19,613
-31
314
$855K 0.04%
408,915
+146,564
315
$842K 0.04%
9,219
+200
316
$842K 0.04%
584,598
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317
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18,000
+14,706
318
$833K 0.04%
90,074
-33,566
319
$832K 0.04%
562,477
+1,630
320
$829K 0.04%
385,687
+9,210
321
$826K 0.04%
46,801
+16,348
322
$825K 0.04%
35,423
-51,148
323
$823K 0.04%
12,044
-50
324
$822K 0.04%
50,045
-4,339
325
$819K 0.04%
26,800
-48,200
11 12
13
14 15