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
301
$1.02M 0.05%
63,075
+5,171
302
$1.01M 0.05%
159,346
-941
303
$1.01M 0.05%
287,469
-1,547
304
$1M 0.05%
30,431
+4,922
305
$998K 0.05%
19,304
-309
306
$976K 0.04%
8,644
+14
307
$964K 0.04%
382,524
-3,163
308
$954K 0.04%
325,500
+139,071
309
$954K 0.04%
12,655
-1,582
310
$949K 0.04%
57,100
+10,299
311
$944K 0.04%
226,399
+34,358
312
$943K 0.04%
35,503
-178
313
$938K 0.04%
25,620
314
$930K 0.04%
72,548
-2,000
315
$929K 0.04%
88,880
-2,500
316
$924K 0.04%
15,642
-72,294
317
$907K 0.04%
12,107
-1,889
318
$906K 0.04%
5,635
+445
319
$906K 0.04%
17,379
320
$902K 0.04%
56,823
-399
321
$896K 0.04%
+17,962
322
$893K 0.04%
19,588
-78
323
$876K 0.04%
558,186
-4,291
324
$871K 0.04%
8,376
+2,393
325
$848K 0.04%
141,386
+49,269
11 12
13
14 15