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
326
$817K 0.04%
57,222
+15,234
327
$815K 0.04%
78,141
-3,089
328
$811K 0.04%
57,904
+5,429
329
$793K 0.04%
53,480
+8,387
330
$778K 0.04%
28,295
-9,278
331
$776K 0.04%
46,701
332
$770K 0.04%
45,571
-929
333
$765K 0.04%
37,145
+36,007
334
$753K 0.04%
25,000
335
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14,919
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336
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337
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42,585
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338
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+13,680
339
$730K 0.04%
27,383
-11
340
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18,458
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341
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68,000
+21,000
342
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13,717
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343
$717K 0.03%
5,190
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344
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192,041
+15,000
345
$715K 0.03%
56,986
-2,740
346
$715K 0.03%
122,662
+1,690
347
$710K 0.03%
72,140
348
$701K 0.03%
21,583
-384
349
$695K 0.03%
23,430
+21,576
350
$693K 0.03%
24,040
-21,475
12 13
14
15 16