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
76
$9.66M 0.44%
164,680
+5,080
77
$9.62M 0.44%
614,492
-4,372
78
$9.57M 0.43%
89,001
+13,521
79
$9.26M 0.42%
284,964
+100,202
80
$9.18M 0.42%
38,985
+1,018
81
$9.11M 0.41%
114,502
-704
82
$9.06M 0.41%
471,338
-224,250
83
$9.03M 0.41%
82,051
-69,842
84
$8.98M 0.41%
93,830
-104,777
85
$8.77M 0.4%
332,930
+76,765
86
$8.62M 0.39%
43,002
-16,961
87
$8.44M 0.38%
79,595
+10,242
88
$8.4M 0.38%
243,753
+215,956
89
$8.39M 0.38%
29,711
-4,473
90
$8.31M 0.38%
19,441
+4,330
91
$8.3M 0.38%
+302,483
92
$8.27M 0.38%
159,288
+32,802
93
$8.16M 0.37%
131,837
-57,006
94
$8.14M 0.37%
113,116
+2,583
95
$8.01M 0.36%
147,689
-7,823
96
$8M 0.36%
103,781
-39,117
97
$7.95M 0.36%
64,582
-13,168
98
$7.93M 0.36%
365,397
-104,507
99
$7.9M 0.36%
271,536
+10,189
100
$7.8M 0.35%
181,195
-299,341
2 3
4
5 6