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
176
$3.38M 0.15%
153,673
-53,849
177
$3.28M 0.15%
17,559
-1,542
178
$3.19M 0.14%
194,760
+151,225
179
$3.16M 0.14%
47,390
-71
180
$3.14M 0.14%
30,913
+6,625
181
$3.12M 0.14%
57,852
-2,018
182
$3.08M 0.14%
42,159
+1,361
183
$3.01M 0.14%
82,298
-96,481
184
$2.95M 0.13%
162,523
-413,020
185
$2.95M 0.13%
+293,500
186
$2.94M 0.13%
49,693
+1,780
187
$2.94M 0.13%
62,447
+272
188
$2.94M 0.13%
36,434
+323
189
$2.92M 0.13%
102,485
-127,294
190
$2.89M 0.13%
46,388
191
$2.87M 0.13%
243,989
-4,440
192
$2.7M 0.12%
56,005
+2,219
193
$2.69M 0.12%
45,212
194
$2.69M 0.12%
30,058
-6,418
195
$2.63M 0.12%
65,836
+2,665
196
$2.63M 0.12%
61,505
197
$2.6M 0.12%
53,716
-23,220
198
$2.59M 0.12%
151,157
-3,201
199
$2.56M 0.12%
282,073
-1,955
200
$2.54M 0.12%
43,217
-4,422
6 7
8
9 10