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
551
$217K 0.01%
11,635
552
$217K 0.01%
+6,911
553
$216K 0.01%
3,582
-4,299
554
$216K 0.01%
15,000
555
$215K 0.01%
+6,549
556
$211K 0.01%
+30,000
557
$208K 0.01%
+3,500
558
$206K 0.01%
+22,704
559
$205K 0.01%
21,460
-280,220
560
$203K 0.01%
33,152
-18,910
561
$201K 0.01%
27,498
-3,693
562
$200K 0.01%
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-999
563
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564
$200K 0.01%
1,366
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565
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22,000
+500
566
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567
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568
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14,181
-2,665
569
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166
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570
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12,110
571
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13,710
-12,066
572
$173K 0.01%
11,600
+550
573
$164K 0.01%
18,685
-3,000
574
$158K 0.01%
13,170
575
$158K 0.01%
12,760
-500
21 22
23
24 25