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
526
$246K 0.01%
63,598
+14,848
527
$241K 0.01%
1,847
-300
528
$241K 0.01%
16,305
-300
529
$240K 0.01%
2,249
+49
530
$240K 0.01%
15,289
-13,545
531
$240K 0.01%
2,370
532
$239K 0.01%
+8,986
533
$236K 0.01%
12,578
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534
$230K 0.01%
16,846
535
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7,920
-7,072
536
$227K 0.01%
31,191
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537
$226K 0.01%
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538
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17,928
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539
$221K 0.01%
8,100
540
$221K 0.01%
6,568
-4,042
541
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2,303
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$218K 0.01%
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543
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3,785
544
$215K 0.01%
6,779
545
$214K 0.01%
11,123
+9,371
546
$211K 0.01%
16,021
547
– –
0
548
$210K 0.01%
6,230
+5,000
549
$209K 0.01%
9,349
+9,099
550
$209K 0.01%
4,300
-2,352
20 21
22
23 24