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
576
$143K 0.01%
10,000
-38,500
577
$136K 0.01%
+10,236
578
$134K 0.01%
10,000
579
$121K 0.01%
15,989
-7,019
580
$117K 0.01%
15,864
581
$116K 0.01%
341,623
-2,499
582
$113K 0.01%
13,019
-335
583
$108K ﹤0.01%
+10,000
584
$100K ﹤0.01%
+5,167
585
$95K ﹤0.01%
+87
586
$95K ﹤0.01%
33,623
-29,975
587
$85K ﹤0.01%
14,000
588
$80K ﹤0.01%
1,413
589
$78K ﹤0.01%
12,740
-2,260
590
$78K ﹤0.01%
2,080
+360
591
$62K ﹤0.01%
1,811
+811
592
$58K ﹤0.01%
10,518
593
$46K ﹤0.01%
2,980
594
$16K ﹤0.01%
70,000
-122,000
595
– –
-26,800
596
– –
-6,000
597
– –
-3,830
598
– –
-15,133
599
– –
-125,594
600
– –
-11,123
22 23
24
25 26