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
26
$18.8M 0.72%
928,010
-25,994
27
$18.7M 0.72%
87,143
+2,707
28
$17.8M 0.69%
67,039
+6,927
29
$17.7M 0.68%
212,519
+31,132
30
$17.5M 0.67%
109,597
+11,465
31
$17.4M 0.67%
297,474
-43,669
32
$16.5M 0.64%
+694,305
33
$16.4M 0.63%
148,142
+711
34
$16.2M 0.62%
549,824
+174,296
35
$16.1M 0.62%
372,696
-3,093
36
$16.1M 0.62%
241,628
+127,239
37
$16.1M 0.62%
446,656
+35,555
38
$15.8M 0.61%
228,682
-16,376
39
$15.7M 0.6%
374,507
+67,949
40
$15.6M 0.6%
847,570
+180,683
41
$15.2M 0.58%
1,274,775
+319,174
42
$15.1M 0.58%
242,199
+7,861
43
$15M 0.58%
88,861
+7,920
44
$14.8M 0.57%
304,977
+31,150
45
$14.8M 0.57%
448,059
+27,513
46
$14.7M 0.57%
358,827
-4,547
47
$14.7M 0.57%
3,582,760
+355,256
48
$14.4M 0.56%
177,385
+33,529
49
$14.4M 0.55%
295,426
+22,950
50
$14.3M 0.55%
524,865
+62,830
1
2
3 4 5