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
126
$5.4M 0.26%
219,675
+3,440
127
$5.29M 0.25%
49,810
-18,248
128
$5.28M 0.25%
54,133
-2,558
129
$5.28M 0.25%
132,147
-143,163
130
$5.17M 0.25%
42,663
-22,208
131
$5.14M 0.25%
178,779
-72,816
132
$4.97M 0.24%
164,250
133
$4.94M 0.24%
126,486
+121,087
134
$4.89M 0.24%
101,361
-82,328
135
$4.85M 0.23%
358,318
-93,336
136
$4.78M 0.23%
229,779
-143,841
137
$4.76M 0.23%
91,080
-3,600
138
$4.73M 0.23%
354,454
-945,016
139
$4.71M 0.23%
246,309
+17,628
140
$4.7M 0.23%
432,753
+202,140
141
$4.68M 0.23%
576,653
-209,801
142
$4.68M 0.22%
+87,936
143
$4.67M 0.22%
413,520
-149,004
144
$4.65M 0.22%
504,944
-9,594
145
$4.58M 0.22%
28,735
-42,792
146
$4.51M 0.22%
67,248
-224
147
$4.46M 0.21%
61,217
-1,169
148
$4.43M 0.21%
209,022
+6,536
149
$4.42M 0.21%
296,455
-115,342
150
$4.33M 0.21%
73,441
-20,023
4 5
6
7 8