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
151
$4.33M 0.2%
210,162
+1,140
152
$4.31M 0.2%
172,872
+450
153
$4.28M 0.19%
2,455
+136
154
$4.27M 0.19%
34,994
-7,669
155
$4.25M 0.19%
25,452
-2,616
156
$4.25M 0.19%
30,332
-19,478
157
$4.25M 0.19%
135,143
-297,610
158
$4.22M 0.19%
794,250
159
$4.17M 0.19%
77,648
-148,872
160
$4M 0.18%
58,494
-28,272
161
$3.99M 0.18%
4,814
-33,368
162
$3.94M 0.18%
91,100
-100,804
163
$3.81M 0.17%
+69,750
164
$3.78M 0.17%
+49,400
165
$3.77M 0.17%
37,409
-4,504
166
$3.74M 0.17%
50,278
+2,044
167
$3.74M 0.17%
289,069
-124,451
168
$3.69M 0.17%
46,263
-897
169
$3.68M 0.17%
52,892
-16,133
170
$3.63M 0.16%
72,135
-192,653
171
$3.62M 0.16%
59,624
+2,638
172
$3.49M 0.16%
22,337
-521
173
$3.43M 0.16%
14,166
+317
174
$3.43M 0.16%
44,204
-16,450
175
$3.43M 0.16%
63,782
-985
5 6
7
8 9