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

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
1151
– –
-4,071
1152
– –
-274
1153
– –
-60
1154
– –
-1,796
1155
– –
-1,091
1156
– –
-375
1157
– –
-400
1158
– –
-693
1159
– –
-90
1160
– –
-500
1161
– –
-1,000
1162
– –
-1,272
1163
– –
-1,150
1164
– –
-500
1165
– –
-864
1166
– –
-1,312
1167
– –
-800
1168
– –
-358
1169
– –
-294
1170
– –
-350
1171
– –
-2,950
1172
– –
-684
1173
– –
-4,000
1174
– –
-220
1175
– –
-650
45 46
47
48 49