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
351
$735K 0.03%
5,666
352
$733K 0.03%
34,730
353
$722K 0.03%
12,573
-1,006
354
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33,500
+5,585
355
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5,680
+30
356
$717K 0.03%
11,317
-727
357
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56,870
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358
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11,832
359
$705K 0.03%
67,074
-23,000
360
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14,064
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361
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362
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49,490
+2,000
363
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8,254
364
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7,741
+1,585
365
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23,305
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28,315
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368
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22,905
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369
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121,885
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101,659
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372
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42,960
+275
373
$659K 0.03%
+23,500
374
$656K 0.03%
130,972
-1,240
375
$655K 0.03%
95,000
13 14
15
16 17