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
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.91M
3
+$8.49M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.75M
5
CFG icon
Citizens Financial Group
CFG
+$7.17M

Top Sells

1
+$11M
2
+$7.85M
3
+$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

Sector Composition

1 Industrials 11.21%
2 Technology 10.79%
3 Financials 10.75%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$575K 0.02%
5,195
+460
452
$570K 0.02%
14,494
+6,281
453
$568K 0.02%
21,433
+2,291
454
$564K 0.02%
93,920
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455
$561K 0.02%
26,860
-6,382
456
$560K 0.02%
18,391
+8,150
457
$559K 0.02%
10,243
458
$559K 0.02%
32,047
-9,199
459
$558K 0.02%
27,432
+548
460
$549K 0.02%
29,877
-16,613
461
$549K 0.02%
75,166
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462
$548K 0.02%
38,500
-10,709
463
$543K 0.02%
28,748
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464
$542K 0.02%
6,652
-631
465
$542K 0.02%
36,000
466
$535K 0.02%
14,992
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467
$533K 0.02%
+30,150
468
$532K 0.02%
12,703
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469
$529K 0.02%
66,113
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470
$529K 0.02%
47,000
-32,000
471
$525K 0.02%
77,062
-50,000
472
$523K 0.02%
10,000
473
$517K 0.02%
4,839
+151
474
$515K 0.02%
4,043
+251
475
$507K 0.02%
8,543
17 18
19
20 21