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
426
$453K 0.02%
4,343
-99
427
$453K 0.02%
19,624
-1,004
428
$451K 0.02%
25,620
429
$449K 0.02%
18,136
-230,249
430
$448K 0.02%
24,082
+10,510
431
$446K 0.02%
49,000
+39,000
432
$446K 0.02%
23,168
-812
433
$445K 0.02%
95,000
434
$442K 0.02%
4,839
435
$440K 0.02%
8,742
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436
$436K 0.02%
27,846
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437
$426K 0.02%
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-276
438
$426K 0.02%
3,619
-2
439
$423K 0.02%
10,500
-500
440
$422K 0.02%
20,100
+20,000
441
$420K 0.02%
11,605
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442
$416K 0.02%
5,400
443
$416K 0.02%
24,164
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444
$413K 0.02%
3,622
-16
445
$411K 0.02%
12,984
-279
446
$411K 0.02%
6,156
-496
447
$411K 0.02%
4,000
-409
448
$410K 0.02%
5,776
+848
449
$410K 0.02%
7,325
+600
450
$407K 0.02%
12,873
+170
16 17
18
19 20