AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 9.7%
2 Industrials 9.65%
3 Consumer Discretionary 9.4%
4 Technology 8.13%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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1002
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1003
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-1,518
1004
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-700
1005
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1006
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1007
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-2,575
1008
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-660
1009
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-200
1010
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-460
1011
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-340
1012
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-200
1013
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-7,304
1014
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-566
1015
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-682
1016
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1017
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-1,409
1018
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-123
1019
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-750
1020
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-1,576
1021
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-6,293
1022
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-30
1023
– –
-1,650
1024
– –
-110
1025
– –
-500
39 40
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