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
476
$364K 0.02%
+40,830
477
$361K 0.02%
29,791
478
$360K 0.02%
14,448
479
$354K 0.02%
13,000
480
$352K 0.02%
21,170
481
$352K 0.02%
+34,285
482
$345K 0.02%
9,500
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483
$337K 0.02%
3,766
484
$336K 0.02%
9,202
+1,610
485
$332K 0.02%
33,000
-16,000
486
$332K 0.02%
3,000
487
$331K 0.02%
27,466
+678
488
$329K 0.01%
9,150
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489
$327K 0.01%
1,261
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490
$323K 0.01%
13,562
491
$321K 0.01%
7,527
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492
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13,950
-2,350
493
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+7,246
494
$319K 0.01%
5,545
495
$311K 0.01%
+96,090
496
$311K 0.01%
6,676
497
$310K 0.01%
3,000
498
$309K 0.01%
37,796
-14,802
499
$307K 0.01%
1,963
-46
500
$306K 0.01%
3,114
18 19
20
21 22