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
951
– –
-1,000
952
– –
-1,197
953
– –
-2,000
954
– –
-210
955
– –
-150
956
– –
-950
957
– –
-100
958
– –
-1,050
959
– –
-750
960
– –
-3,000
961
– –
-1,275
962
– –
-948
963
– –
-1,508
964
– –
-32
965
– –
-1,150
966
– –
-5,041
967
– –
-1,071
968
– –
-1,444
969
– –
-187
970
– –
-45
971
– –
-399
972
– –
-3,000
973
– –
-443
974
– –
-7,185
975
– –
-80
37 38
39
40 41