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
376
$618K 0.03%
11,832
-6,581
377
$615K 0.03%
17,737
+980
378
$611K 0.03%
+8,254
379
$610K 0.03%
74,846
+1,000
380
$603K 0.03%
2,462
+5
381
$602K 0.03%
7,757
+6,440
382
$601K 0.03%
12,500
383
$599K 0.03%
19,272
+6,576
384
$599K 0.03%
16,955
+10,407
385
$594K 0.03%
77,150
+551
386
$591K 0.03%
55,797
-33,777
387
$587K 0.03%
27,915
+24,871
388
$580K 0.03%
5,650
389
$577K 0.03%
40,610
+13,045
390
$567K 0.03%
132,212
-23,439
391
$565K 0.03%
+42,685
392
$560K 0.03%
5,422
+1,379
393
$560K 0.03%
19,666
+3,395
394
$556K 0.03%
129,343
+38,481
395
$552K 0.03%
24,713
396
$549K 0.03%
8,765
-1,750
397
$546K 0.03%
12,324
-597
398
$545K 0.03%
63,030
-462,391
399
$542K 0.03%
17,526
+6,175
400
$538K 0.03%
25,509
+4,076
14 15
16
17 18