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
1
$36.2M 1.74%
157,590
+7,381
2
$30.9M 1.48%
254,349
+253,939
3
$25.7M 1.24%
296,251
-6,248
4
$25.3M 1.22%
773,034
-156,637
5
$24.3M 1.17%
239,302
+1,496
6
$24M 1.15%
710,977
-197,869
7
$22.4M 1.08%
439,637
+427,723
8
$22.3M 1.07%
299,592
-22,702
9
$22M 1.06%
170,763
+5,417
10
$21.3M 1.02%
38,182
+9,216
11
$21M 1.01%
382,722
-249,310
12
$20.6M 0.99%
676,097
-235,692
13
$20.3M 0.98%
207,866
+6,261
14
$20.3M 0.97%
2,035,626
+173,580
15
$20.1M 0.97%
354,788
+48,084
16
$19.7M 0.95%
1,492,416
-463,080
17
$19.7M 0.95%
170,768
+6,637
18
$19.6M 0.94%
213,412
+893
19
$19.5M 0.94%
769,276
-41,860
20
$19.4M 0.93%
367,838
-50,878
21
$18.4M 0.89%
480,536
+433,117
22
$17.7M 0.85%
1,140,968
-390,752
23
$17.6M 0.85%
783,534
-164,920
24
$17.2M 0.83%
69,162
+2,123
25
$17.1M 0.82%
13,888
-4,939
1
2 3 4 5