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
51
$12.1M 0.55%
150,590
+1,273
52
$12M 0.54%
196,787
-2,108
53
$11.8M 0.54%
369,922
+336,706
54
$11.7M 0.53%
138,701
+12,941
55
$11.5M 0.52%
193,772
-8,275
56
$11.4M 0.52%
124,645
-57,596
57
$11.3M 0.51%
275,089
-41,776
58
$11M 0.5%
370,722
-85,609
59
$10.9M 0.49%
459,477
+74,135
60
$10.8M 0.49%
465,208
-129,917
61
$10.7M 0.49%
65,538
+2,367
62
$10.7M 0.49%
483,968
-158,304
63
$10.6M 0.48%
148,011
-59,624
64
$10.5M 0.48%
55,356
+4,457
65
$10.5M 0.48%
225,528
-70,338
66
$10.4M 0.47%
161,675
-50,778
67
$10.4M 0.47%
237,312
-141,376
68
$10.3M 0.47%
56,765
+1,792
69
$10.3M 0.47%
3,525,713
70
$10.1M 0.46%
110,639
+5,544
71
$10M 0.45%
549,012
+143,716
72
$9.99M 0.45%
116,291
73
$9.97M 0.45%
302,787
+546
74
$9.91M 0.45%
233,184
-51
75
$9.86M 0.45%
1,159,103
1 2
3
4 5