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
201
$2.44M 0.11%
31,762
-1,901
202
$2.35M 0.11%
32,479
+487
203
$2.34M 0.11%
13,826
+408
204
$2.31M 0.11%
19,776
-60
205
$2.29M 0.1%
36,724
-5,568
206
$2.26M 0.1%
13,556
+202
207
$2.23M 0.1%
119,174
+3,057
208
$2.23M 0.1%
24,052
-762
209
$2.2M 0.1%
49,501
-90,788
210
$2.18M 0.1%
97,111
-13,243
211
$2.17M 0.1%
40,707
-750
212
$2.16M 0.1%
22,676
-130
213
$2.09M 0.1%
36,834
+640
214
$2.09M 0.09%
39,632
-487
215
$2.04M 0.09%
35,149
-4,926
216
$2.04M 0.09%
42,282
-9,857
217
$2.04M 0.09%
26,874
-3,131
218
$2.03M 0.09%
43,390
-5,367
219
$2.02M 0.09%
18,497
+2,079
220
$2.02M 0.09%
47,368
+707
221
$1.99M 0.09%
24,802
+275
222
$1.99M 0.09%
19,190
-702
223
$1.98M 0.09%
76,145
-11,911
224
$1.94M 0.09%
13,491
+702
225
$1.84M 0.08%
24,052
-1,310
7 8
9
10 11