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
101
$7.71M 0.37%
142,898
-12,080
102
$7.37M 0.35%
110,533
+101,272
103
$7.36M 0.35%
67,622
+13
104
$7.16M 0.34%
37,967
+717
105
$7.03M 0.34%
135,177
-14,814
106
$7.02M 0.34%
189,264
-183,432
107
$6.69M 0.32%
+47,097
108
$6.67M 0.32%
130,680
-111,519
109
$6.55M 0.32%
69,353
+7,220
110
$6.47M 0.31%
139,161
-71,043
111
$6.43M 0.31%
261,347
-18,288
112
$6.39M 0.31%
212,662
-1,992
113
$6.34M 0.3%
171,887
-210,107
114
$6.27M 0.3%
54,683
-21,938
115
$6.25M 0.3%
257,615
+104,206
116
$6.21M 0.3%
296,891
-168,261
117
$5.93M 0.29%
15,111
-1,169
118
$5.84M 0.28%
84,311
+48,116
119
$5.84M 0.28%
175,880
+12,890
120
$5.75M 0.28%
405,296
-364,035
121
$5.63M 0.27%
191,904
-177,665
122
$5.6M 0.27%
256,165
-45,615
123
$5.49M 0.26%
184,762
-1,191
124
$5.49M 0.26%
182,366
-78,008
125
$5.42M 0.26%
563,076
+29,548
3 4
5
6 7