AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
601
– –
-4,531
602
– –
-1,214
603
– –
-6,818
604
– –
-525
605
– –
-1,766
606
– –
-51,901
607
– –
-201
608
– –
-5,824
609
– –
-223
610
– –
-570
611
– –
-197
612
– –
-375
613
– –
-1,001
614
– –
-12,485
615
– –
-370
616
– –
-48,927
617
– –
-5,000
618
– –
-32
619
– –
-200
620
– –
-196
621
– –
-17,000
622
– –
-9
623
– –
-317
624
– –
-500
625
– –
-1,891
23 24
25
26 27