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
176
$3.1M 0.15%
116,117
-118,052
177
$3.02M 0.15%
22,858
+1,208
178
$2.96M 0.14%
47,461
+7,433
179
$2.92M 0.14%
64,767
-1,776
180
$2.86M 0.14%
19,101
+1,544
181
$2.82M 0.14%
13,849
+1,530
182
$2.81M 0.14%
36,476
-27,295
183
$2.71M 0.13%
89,262
-235,580
184
$2.68M 0.13%
47,913
+39,370
185
$2.65M 0.13%
40,798
+2,506
186
$2.64M 0.13%
46,388
187
$2.6M 0.13%
62,175
-762
188
$2.59M 0.12%
248,429
-33,091
189
$2.55M 0.12%
61,505
190
$2.5M 0.12%
47,639
+20,288
191
$2.46M 0.12%
53,786
-2,256
192
$2.45M 0.12%
24,288
-1,682
193
$2.4M 0.12%
154,358
-4,101
194
$2.4M 0.12%
52,139
-20,712
195
$2.37M 0.11%
45,212
196
$2.33M 0.11%
284,028
+4,830
197
$2.33M 0.11%
110,354
+107,367
198
$2.31M 0.11%
48,757
-2,681
199
$2.27M 0.11%
140,289
-201,028
200
$2.2M 0.11%
42,292
+3,283
6 7
8
9 10