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
$2.08B
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
1201
– –
-3,100
1202
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-110,000
1203
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-4,000
1204
– –
-2,879
1205
– –
-167
1206
– –
-623
1207
– –
-9,435
1208
– –
-1,900
1209
– –
-1,100
1210
– –
-900
1211
– –
-215
1212
– –
-29,732
1213
– –
-1,177
1214
– –
-4,071
1215
– –
-274
1216
– –
-60
1217
– –
-1,796
1218
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-1,091
1219
– –
-375
1220
– –
-400
1221
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-693
1222
– –
-90
1223
– –
-500
1224
– –
-1,000
1225
– –
-500
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