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
501
$305K 0.01%
5,740
502
$302K 0.01%
+16,880
503
$301K 0.01%
8,358
-18,231
504
$300K 0.01%
1,907
505
$294K 0.01%
18,805
506
$294K 0.01%
5,683
507
$292K 0.01%
+9,808
508
$292K 0.01%
+10,300
509
$291K 0.01%
6,230
510
$291K 0.01%
2,024
511
$284K 0.01%
2
512
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+1,775
513
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1,752
-50
514
$280K 0.01%
1,847
515
$280K 0.01%
5,606
-33
516
$274K 0.01%
18,750
-1,975
517
– –
0
518
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5,600
519
$268K 0.01%
2,249
520
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2,355
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521
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10,000
-35,571
522
$256K 0.01%
12,476
-102
523
$252K 0.01%
10,000
-5,000
524
$250K 0.01%
9,000
-500
525
$250K 0.01%
+2,943
19 20
21
22 23