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
201
$2.19M 0.11%
19,836
+2,828
202
$2.15M 0.1%
33,663
-418
203
$2.15M 0.1%
63,171
+620
204
$2.11M 0.1%
13,418
+987
205
$2.07M 0.1%
88,056
-12,390
206
$2.07M 0.1%
38,775
-425
207
$2.07M 0.1%
+40,075
208
$2.06M 0.1%
3,830
-5,316
209
$2.05M 0.1%
+24,814
210
$2.04M 0.1%
30,005
-34
211
$2.04M 0.1%
+55,071
212
$2.03M 0.1%
221,611
-21,609
213
$2.03M 0.1%
31,992
-1,238
214
$1.98M 0.1%
227,692
+5,030
215
$1.97M 0.09%
22,806
-890
216
$1.94M 0.09%
46,661
+8,541
217
$1.89M 0.09%
757,154
+756,054
218
$1.87M 0.09%
129,028
-819
219
$1.87M 0.09%
40,119
+21,185
220
$1.86M 0.09%
171,770
-195,254
221
$1.85M 0.09%
41,457
-99
222
$1.83M 0.09%
32,247
+1,463
223
$1.82M 0.09%
36,194
+21,470
224
$1.81M 0.09%
25,362
-1,700
225
$1.79M 0.09%
16,098
+12,762
7 8
9
10 11