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
26
$16.5M 0.75%
391,145
+16,748
27
$16.5M 0.75%
549,995
+19,270
28
$16.5M 0.75%
547,540
+17,880
29
$16.4M 0.75%
149,946
+714
30
$16.2M 0.74%
714,850
31
$16M 0.72%
130,350
+5,790
32
$15.9M 0.72%
265,637
+75,238
33
$15.9M 0.72%
99,348
+10,117
34
$15.8M 0.72%
391,355
+12,596
35
$15.2M 0.69%
829,455
-311,513
36
$15.1M 0.68%
135,797
+8,190
37
$15M 0.68%
293,044
-129,380
38
$14.8M 0.67%
482,359
-174,216
39
$14.5M 0.66%
82,578
+15,931
40
$14.1M 0.64%
189,530
-217,890
41
$14M 0.63%
1,057,362
+1,630
42
$13.9M 0.63%
912,552
-579,864
43
$13.7M 0.62%
48,105
+563
44
$13.3M 0.6%
164,961
+24,010
45
$13.3M 0.6%
919,299
+25,642
46
$12.8M 0.58%
150,312
-151,555
47
$12.6M 0.57%
65,670
+4,121
48
$12.4M 0.56%
315,213
-52,075
49
$12.3M 0.56%
1,007,430
-29,140
50
$12.2M 0.56%
131,114
-10,000
1
2
3 4 5