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
426
$488K 0.02%
54,132
-302
427
$488K 0.02%
94,840
-604
428
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+16,900
429
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430
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81,138
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431
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60,523
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11,600
-6,400
433
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3,619
434
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12,873
435
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12,984
436
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5,400
437
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4,449
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438
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50,000
-10,000
439
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30,000
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440
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444
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11,625
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445
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2,952
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446
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8,585
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447
$442K 0.02%
+29,712
448
$437K 0.02%
27,756
+11,451
449
$434K 0.02%
11,040
-4,624
450
$416K 0.02%
20,100
16 17
18
19 20