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
551
$208K 0.01%
15,000
+9,850
552
$208K 0.01%
2,105
553
$206K 0.01%
+2
554
$205K 0.01%
6,060
+5,790
555
$203K 0.01%
9,500
556
$203K 0.01%
708
557
$203K 0.01%
15,000
558
$202K 0.01%
5,035
559
$201K 0.01%
12,931
-10,529
560
$201K 0.01%
11,819
+9,153
561
$200K 0.01%
13,170
+891
562
$200K 0.01%
8,388
+1,106
563
$200K 0.01%
3,709
+166
564
$191K 0.01%
+30,000
565
$188K 0.01%
10,768
-290
566
$186K 0.01%
40,000
-10,000
567
$175K 0.01%
11,635
+11,500
568
$173K 0.01%
12,110
-1,500
569
$172K 0.01%
25,590
570
$168K 0.01%
23,008
-43,105
571
$167K 0.01%
11,332
-17,042
572
$167K 0.01%
+45,364
573
$166K 0.01%
13,260
-1,500
574
$166K 0.01%
21,685
+6,877
575
$160K 0.01%
344,122
-67,081
21 22
23
24 25