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
401
$537K 0.03%
17,900
-31,750
402
$535K 0.03%
12,672
403
$534K 0.03%
14,700
-6,357
404
$529K 0.03%
11,953
-1,667
405
$523K 0.03%
92,117
+35,429
406
$517K 0.02%
57,597
+38,864
407
$517K 0.02%
249,946
+14,072
408
$511K 0.02%
9,414
-829
409
$507K 0.02%
8,308
410
$490K 0.02%
27,797
-1,786
411
$489K 0.02%
93,444
-476
412
$487K 0.02%
20,000
413
$487K 0.02%
7,006
+2,000
414
$484K 0.02%
18,200
+3,069
415
$484K 0.02%
43,535
+16,675
416
$478K 0.02%
+23,025
417
$477K 0.02%
24,149
-3,848
418
$476K 0.02%
+8,127
419
$474K 0.02%
5,504
-199
420
$474K 0.02%
14,697
+203
421
$467K 0.02%
54,434
+740
422
$467K 0.02%
247,048
-47,475
423
$464K 0.02%
9,713
+240
424
$462K 0.02%
14,866
+8,677
425
$460K 0.02%
1,757
+32
15 16
17
18 19