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
476
$346K 0.02%
2,352
477
$343K 0.02%
+13,000
478
$342K 0.02%
39,060
-32,988
479
$342K 0.02%
17,281
-4,663
480
$342K 0.02%
2,553
+933
481
$337K 0.02%
6,383
+1,383
482
$336K 0.02%
28,898
-201,431
483
$334K 0.02%
+15,112
484
$334K 0.02%
12,817
-2,751
485
$331K 0.02%
23,500
486
$331K 0.02%
+3,000
487
$329K 0.02%
29,791
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488
$323K 0.02%
105,749
-22,458
489
$322K 0.02%
9,925
490
$320K 0.02%
8,251
-5,961
491
$319K 0.02%
7,881
+2,195
492
$312K 0.02%
13,562
-1,838
493
$308K 0.01%
1,360
+390
494
$308K 0.01%
16,300
-202,435
495
$308K 0.01%
2,336
-375
496
$306K 0.01%
3,766
497
$301K 0.01%
+21,170
498
$297K 0.01%
14,448
499
$292K 0.01%
20,725
-3,535
500
$292K 0.01%
5,740
18 19
20
21 22