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
151
$4.3M 0.21%
40,371
+4,497
152
$4.21M 0.2%
60,654
-3,803
153
$4.16M 0.2%
139,559
+4,692
154
$4.14M 0.2%
1,247,681
-269,889
155
$4.08M 0.2%
+1,734,071
156
$4.05M 0.19%
77,182
-16,424
157
$4.04M 0.19%
31,635
-2,306
158
$4.03M 0.19%
86,766
-29,432
159
$3.99M 0.19%
2,319
+126
160
$3.92M 0.19%
59,870
-1,111
161
$3.88M 0.19%
794,250
-10,000
162
$3.88M 0.19%
28,068
+1,821
163
$3.82M 0.18%
301,680
-252,039
164
$3.71M 0.18%
207,522
-86,369
165
$3.68M 0.18%
47,160
-11,765
166
$3.58M 0.17%
41,913
-1,137
167
$3.57M 0.17%
172,422
-507
168
$3.52M 0.17%
37,607
-40
169
$3.33M 0.16%
36,111
-1,188
170
$3.32M 0.16%
39,911
-18,110
171
$3.32M 0.16%
69,025
-48,388
172
$3.27M 0.16%
76,936
+6,192
173
$3.25M 0.16%
56,986
-17,423
174
$3.16M 0.15%
135,325
+33,436
175
$3.11M 0.15%
48,234
+2,069
5 6
7
8 9