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
1351
– –
-800
1352
– –
-156
1353
– –
-1,012
1354
– –
-29,918
1355
– –
-2,566
1356
– –
-514
1357
– –
-5,381
1358
– –
-880
1359
– –
-37,864
1360
– –
-48
1361
– –
-1,650
1362
– –
-3,120
1363
– –
-23,003
1364
– –
-1,220
1365
– –
-1,075
1366
– –
-93,560
1367
– –
-100
1368
– –
-159
1369
– –
-74,740
1370
– –
-17,193
1371
– –
-2,068
1372
– –
-4,512
1373
– –
-142,000
1374
– –
-17
1375
– –
-24
52 53 54
55
56