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
126
$5.75M 0.26%
+316,421
127
$5.62M 0.26%
1,756,367
+22,296
128
$5.54M 0.25%
41,141
-13,542
129
$5.5M 0.25%
93,560
+2,480
130
$5.38M 0.24%
165,486
-16,880
131
$5.38M 0.24%
246,309
132
$5.35M 0.24%
65,923
-1,325
133
$5.34M 0.24%
86,211
-52,950
134
$5.05M 0.23%
+174,602
135
$5.01M 0.23%
59,626
+19,715
136
$4.96M 0.23%
141,884
+2,325
137
$4.9M 0.22%
44,956
+4,585
138
$4.85M 0.22%
3,894
-9,994
139
$4.84M 0.22%
206,110
-90,345
140
$4.83M 0.22%
83,215
+6,033
141
$4.77M 0.22%
27,441
-1,294
142
$4.76M 0.22%
61,696
-22,615
143
$4.72M 0.21%
184,070
-73,545
144
$4.72M 0.21%
32,628
+993
145
$4.69M 0.21%
133,758
-146,902
146
$4.67M 0.21%
74,513
-26,848
147
$4.59M 0.21%
327,551
-177,393
148
$4.58M 0.21%
57,708
-3,509
149
$4.57M 0.21%
39,260
+1,653
150
$4.38M 0.2%
89,116
-146
4 5
6
7 8