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
451
$405K 0.02%
2,585
-1,210
452
$404K 0.02%
95,647
+1,456
453
$403K 0.02%
5,240
454
$401K 0.02%
15,664
-3,932
455
$398K 0.02%
3,637
-1,558
456
$395K 0.02%
4,437
-537
457
$391K 0.02%
12,734
458
$391K 0.02%
44,190
-2,000
459
$388K 0.02%
29,138
+390
460
$387K 0.02%
15,000
+10,000
461
$381K 0.02%
1,630
462
$380K 0.02%
2,995
-200
463
$379K 0.02%
+25,000
464
$376K 0.02%
95,444
-18,218
465
$375K 0.02%
15,000
+5,000
466
$374K 0.02%
15,133
-83,285
467
$374K 0.02%
6,372
468
$372K 0.02%
52,598
+210
469
$371K 0.02%
61,041
-55,805
470
$371K 0.02%
50,100
+3,000
471
$366K 0.02%
9,377
+557
472
$359K 0.02%
8,333
-1,667
473
$357K 0.02%
+41,384
474
$352K 0.02%
6,056
-1,136
475
$346K 0.02%
14,584
-6,738
17 18
19
20 21