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
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.91M
3
+$8.49M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.75M
5
CFG icon
Citizens Financial Group
CFG
+$7.17M

Top Sells

1
+$11M
2
+$7.85M
3
+$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

Sector Composition

1 Industrials 11.21%
2 Technology 10.79%
3 Financials 10.75%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.1M 1.55%
150,209
+19
2
$39.7M 1.53%
704,108
+16,980
3
$36M 1.39%
929,671
-88,934
4
$32.2M 1.24%
632,032
+151,961
5
$30.4M 1.17%
302,499
6
$29.8M 1.15%
908,846
+105,461
7
$29.3M 1.13%
1,299,470
-71,171
8
$27.2M 1.05%
237,806
+13,488
9
$26M 1%
322,294
-2,516
10
$24.4M 0.94%
1,955,496
+289,382
11
$22.8M 0.88%
165,346
+30,418
12
$22.8M 0.88%
201,605
+38,031
13
$22.7M 0.87%
911,789
-153,290
14
$21.6M 0.83%
1,862,046
+104,760
15
$21.2M 0.82%
1,531,720
+341,693
16
$20.9M 0.81%
944,649
+57,856
17
$20.8M 0.8%
418,716
-141,292
18
$20.4M 0.79%
306,704
+7,746
19
$20.4M 0.79%
811,136
+20,758
20
$20.3M 0.78%
18,827
+8,260
21
$20.1M 0.78%
164,131
+255
22
$19.9M 0.77%
539,549
+1,650
23
$19.9M 0.77%
948,454
+84,177
24
$18.9M 0.73%
514,966
-37,011
25
$18.9M 0.73%
735,562
+94,152
1
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