AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$30.3M
2
+$22.8M
3
+$17.9M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$14.2M
5
REZI icon
Resideo Technologies
REZI
+$12.7M

Top Sells

1
+$39.7M
2
+$18.7M
3
+$16.2M
4
CNDT icon
Conduent
CNDT
+$14.7M
5
BEAT
BioTelemetry, Inc.
BEAT
+$13.8M

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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-3,045
1002
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1003
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1004
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-5,095
1005
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-65,333
1006
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-100
1007
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-22,168
1008
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-375
1009
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-5,575
1010
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-186
1011
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-760
1012
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-4,525
1013
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-4,838
1014
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-3,500
1015
– –
-3,497
1016
– –
-4,603
1017
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-397
1018
– –
-9,760
1019
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-900
1020
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1021
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-2,000
1022
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-357
1023
– –
-1,212
1024
– –
-2,036
1025
– –
-1,042
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