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
401
$572K 0.03%
17,500
-400
402
$568K 0.03%
+317,451
403
$566K 0.03%
1,588
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404
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8,393
-372
405
$558K 0.03%
4,354
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406
$558K 0.03%
74,496
-350
407
$557K 0.03%
11,176
-3,524
408
$554K 0.03%
21,791
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409
$552K 0.03%
71,736
-21,708
410
$549K 0.02%
7,325
411
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+9,950
412
$537K 0.02%
21,912
-2,237
413
$531K 0.02%
56,730
+12,540
414
$525K 0.02%
9,414
415
$523K 0.02%
5,576
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416
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23,973
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417
$519K 0.02%
15,966
-3,306
418
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11,900
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419
$517K 0.02%
6,164
-1,439
420
$517K 0.02%
4,950
+111
421
$515K 0.02%
23,168
422
$511K 0.02%
20,240
-17,492
423
$498K 0.02%
8,500
+3,500
424
$494K 0.02%
20,000
425
$489K 0.02%
7,006
15 16
17
18 19