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
$2.2B
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 10.15%
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
376
$655K 0.03%
224,206
-1,238
377
$652K 0.03%
247,000
-2,000
378
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144,758
+49,111
379
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38,002
380
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12,102
381
$635K 0.03%
+7,769
382
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13,900
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383
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55,377
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384
$629K 0.03%
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385
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+41,857
386
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26,401
+11,289
387
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12,500
388
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11,953
389
$594K 0.03%
6,243
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390
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391
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397
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49,651
+20,753
398
$578K 0.03%
12,272
-400
399
$578K 0.03%
39,740
-13,740
400
$576K 0.03%
1,918
+161
14 15
16
17 18