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
$2.2B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
643
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$14M
3
+$10.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$10.3M
5
HNGR
Hanger Inc.
HNGR
+$8.3M

Top Sells

1
+$183M
2
+$27.6M
3
+$16.2M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$16M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$13.2M

Sector Composition

1 Industrials 10.47%
2 Financials 10.15%
3 Technology 9.25%
4 Consumer Discretionary 8.55%
5 Healthcare 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.77M 0.35%
341,040
-339,210
102
$7.62M 0.35%
186,326
-2,938
103
$7.4M 0.34%
66,196
+12,063
104
$7.35M 0.33%
77,883
-107,293
105
$7.31M 0.33%
376,789
+22,335
106
$7.25M 0.33%
651,555
+74,902
107
$7.25M 0.33%
58,818
-8,804
108
$7.22M 0.33%
115,894
-55,993
109
$7.08M 0.32%
94,528
-36,152
110
$7.08M 0.32%
+300,133
111
$6.88M 0.31%
215,884
+3,222
112
$6.86M 0.31%
+278,023
113
$6.73M 0.31%
177,735
+1,855
114
$6.69M 0.3%
93,991
+20,550
115
$6.69M 0.3%
955,977
-291,704
116
$6.42M 0.29%
382,635
-442,692
117
$6.25M 0.28%
252,857
-130,056
118
$6.2M 0.28%
250,521
+30,846
119
$6.08M 0.28%
71,860
-39,681
120
$6.04M 0.27%
36,098
-10,999
121
$5.93M 0.27%
94,837
-37,310
122
$5.89M 0.27%
+396,316
123
$5.88M 0.27%
574,742
+11,666
124
$5.86M 0.27%
194,227
-109,946
125
$5.78M 0.26%
164,250
3 4
5
6 7