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
451
$414K 0.02%
4,597
-907
452
$413K 0.02%
41,568
+184
453
$412K 0.02%
12,734
454
$411K 0.02%
11,329
-3,537
455
$410K 0.02%
1,537
+177
456
$407K 0.02%
6,268
-104
457
$406K 0.02%
2,995
458
$405K 0.02%
6,177
-1,950
459
$405K 0.02%
+19,300
460
$403K 0.02%
29,138
461
$403K 0.02%
13,490
-4,036
462
$402K 0.02%
9,359
-18
463
$401K 0.02%
3,116
-506
464
$398K 0.02%
8,333
465
$396K 0.02%
104,711
-1,038
466
$392K 0.02%
2,352
467
$388K 0.02%
9,000
-1,500
468
$387K 0.02%
1,960
-625
469
$384K 0.02%
14,584
470
$377K 0.02%
+7,700
471
$376K 0.02%
48,700
-1,400
472
$375K 0.02%
80,000
-5,000
473
$374K 0.02%
18,080
+3,080
474
$373K 0.02%
2,254
+65
475
$371K 0.02%
23,500
17 18
19
20 21