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
351
$691K 0.03%
15,144
-3,371
352
$690K 0.03%
2,278
+1,899
353
$690K 0.03%
249,000
354
$689K 0.03%
125,259
-2,922
355
$681K 0.03%
48,500
+10,000
356
$675K 0.03%
61,971
+3,108
357
$671K 0.03%
13,579
-3,116
358
$670K 0.03%
27,000
359
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33,758
+6,326
360
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5,666
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361
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-343
362
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102,311
+29,053
363
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22,727
+8,330
364
$646K 0.03%
17,309
+4,760
365
$645K 0.03%
34,730
+16,080
366
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-2,000
367
$644K 0.03%
161,426
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368
$643K 0.03%
24,369
+5,302
369
$640K 0.03%
5,983
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370
$637K 0.03%
14,945
-5,055
371
$636K 0.03%
47,490
-6,010
372
$630K 0.03%
186,429
+41,489
373
$624K 0.03%
12,102
-272
374
$623K 0.03%
3,879
-221
375
$618K 0.03%
7,603
-1,321
13 14
15
16 17