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
51
$12M 0.58%
47,542
+6,913
52
$11.9M 0.57%
141,114
+789
53
$11.9M 0.57%
893,657
+281,139
54
$11.4M 0.55%
227,005
+202,625
55
$11.4M 0.55%
202,047
+2,330
56
$11.2M 0.54%
190,399
+36,860
57
$11.2M 0.54%
367,288
-136,212
58
$10.9M 0.53%
198,895
-19,651
59
$10.9M 0.53%
151,893
-76,789
60
$10.9M 0.52%
3,525,713
-57,047
61
$10.8M 0.52%
295,866
+6,285
62
$10.7M 0.51%
66,647
-9,616
63
$10.6M 0.51%
226,520
-2,300
64
$10.6M 0.51%
61,549
+1,078
65
$10.3M 0.5%
825,327
-316,909
66
$10.3M 0.49%
149,317
-2,262
67
$10.2M 0.49%
207,635
-87,791
68
$9.84M 0.47%
1,036,570
-238,205
69
$9.71M 0.47%
456,331
-279,231
70
$9.61M 0.46%
140,951
-26,217
71
$9.56M 0.46%
105,095
+3,236
72
$9.33M 0.45%
1,159,103
73
$9.32M 0.45%
125,760
+2,797
74
$9.24M 0.44%
304,173
-84,685
75
$9.2M 0.44%
+309,029
1 2
3
4 5