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
1226
-3,497
1227
-4,603
1228
-397
1229
-9,760
1230
-900
1231
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1232
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1233
-2,036
1234
-1,042
1235
-2,250
1236
-3,285
1237
-300
1238
-450
1239
-125
1240
-605
1241
-199
1242
-100
1243
-248
1244
-20,510
1245
-286
1246
-870
1247
-23,884
1248
-1,680
1249
-2,135
1250
-4,467