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
501
$290K 0.01%
85,000
-60,000
502
$288K 0.01%
4,000
503
$287K 0.01%
5,545
-139
504
$287K 0.01%
6,000
505
$286K 0.01%
26,788
+286
506
$284K 0.01%
2,189
-45
507
$284K 0.01%
60,000
-10,000
508
$283K 0.01%
3,000
509
$280K 0.01%
52,062
-25,000
510
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3,114
-150
511
$275K 0.01%
6,676
+715
512
$272K 0.01%
18,514
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513
$270K 0.01%
2,881
514
$270K 0.01%
2,009
515
$269K 0.01%
1,802
516
$266K 0.01%
25,776
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517
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1,907
518
$265K 0.01%
18,805
519
$265K 0.01%
5,683
-168
520
$260K 0.01%
7,592
-721
521
$257K 0.01%
5,000
522
$256K 0.01%
2,024
523
$254K 0.01%
5,600
-200
524
$252K 0.01%
+8,327
525
$252K 0.01%
+6,000
19 20
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