AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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

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
1126
-262
1127
-486
1128
-200
1129
-279,630
1130
-621
1131
-500
1132
-495
1133
-4,550
1134
-167
1135
-1,300
1136
-155
1137
-600
1138
-3,100
1139
-110,000
1140
-4,000
1141
-2,879
1142
-167
1143
-623
1144
-9,435
1145
-1,900
1146
-1,100
1147
-900
1148
-215
1149
-29,732
1150
-1,177