AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 10.2%
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
326
$843K 0.04%
78,189
+48
327
$841K 0.04%
42,960
+9,202
328
$838K 0.04%
124,291
-968
329
$832K 0.04%
15,428
-296,013
330
$827K 0.04%
8,314
+30
331
$812K 0.04%
+45,100
332
$805K 0.04%
12,371
-2,301
333
$804K 0.04%
48,170
+7,560
334
$801K 0.04%
80,168
+3,018
335
$800K 0.04%
21,620
-12,958
336
$798K 0.04%
27,740
+357
337
$796K 0.04%
44,509
-12,477
338
$792K 0.04%
18,458
339
$785K 0.04%
13,717
340
$774K 0.04%
23,786
+9,089
341
$764K 0.03%
72,140
342
$764K 0.03%
25,000
343
$762K 0.03%
68,000
344
$755K 0.03%
71,035
+8,005
345
$753K 0.03%
160,627
-799
346
$752K 0.03%
33,830
+9,666
347
$748K 0.03%
42,585
348
$746K 0.03%
14,839
-80
349
$741K 0.03%
17,900
+945
350
$737K 0.03%
46,370
-331
12 13
14
15 16