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
76
$9.1M 0.44%
469,904
+4,094
77
$9.05M 0.44%
115,206
+43,228
78
$9.05M 0.44%
316,865
-25,885
79
$9.04M 0.43%
50,899
+1,633
80
$9.01M 0.43%
695,588
+565,896
81
$9M 0.43%
116,291
-2,769
82
$8.96M 0.43%
63,171
+694
83
$8.89M 0.43%
233,235
-125,592
84
$8.77M 0.42%
618,864
-41,740
85
$8.76M 0.42%
264,788
-120,077
86
$8.74M 0.42%
188,843
-85,886
87
$8.73M 0.42%
59,963
-18,024
88
$8.72M 0.42%
302,241
-92,142
89
$8.62M 0.41%
77,750
90
$8.54M 0.41%
34,184
+2,353
91
$8.43M 0.41%
54,973
-912
92
$8.31M 0.4%
385,342
-28,633
93
$8.26M 0.4%
159,600
+1,580
94
$8.21M 0.39%
382,913
-19,219
95
$8.19M 0.39%
642,272
-205,298
96
$8.14M 0.39%
75,480
-7,179
97
$8.12M 0.39%
111,541
-18,820
98
$8.01M 0.39%
280,660
+63,446
99
$8M 0.38%
575,543
+151,241
100
$7.91M 0.38%
155,512
+127,903
2 3
4
5 6