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
326
$1.17M 0.04%
17,416
+6,071
327
$1.16M 0.04%
15,638
328
$1.15M 0.04%
707,399
-5,687
329
$1.15M 0.04%
14,852
-1,075
330
$1.14M 0.04%
21,057
-3,332
331
$1.14M 0.04%
46,500
332
$1.13M 0.04%
26,694
+75
333
$1.12M 0.04%
18,413
-620
334
$1.11M 0.04%
48,397
+10,397
335
$1.1M 0.04%
59,726
+20,126
336
$1.1M 0.04%
323,035
+65,101
337
$1.09M 0.04%
37,573
-7,136
338
$1.09M 0.04%
844
339
$1.08M 0.04%
5,353
-235
340
$1.08M 0.04%
29,676
-6,060
341
$1.06M 0.04%
88,997
-69,143
342
$1.04M 0.04%
46,701
-22,363
343
$1.04M 0.04%
11,923
+688
344
$1.01M 0.04%
200,533
+1,172
345
$1.01M 0.04%
141,474
+737
346
$1.01M 0.04%
16,695
+333
347
$1.01M 0.04%
50,352
+32,544
348
$1.01M 0.04%
52,475
-2,873
349
$984K 0.04%
21,967
+829
350
$982K 0.04%
53,500
12 13
14
15 16