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
1
$54.7M 2.48%
443,980
+189,631
2
$41M 1.86%
157,944
+354
3
$28.9M 1.31%
296,351
+100
4
$28.4M 1.29%
240,830
+1,528
5
$27M 1.23%
311,153
+11,561
6
$24.9M 1.13%
177,837
+7,074
7
$24.2M 1.1%
2,150,922
+115,296
8
$23.3M 1.06%
362,171
+7,383
9
$22.4M 1.02%
2,025,996
+1,268,842
10
$22.3M 1.01%
493,223
-217,754
11
$22.2M 1.01%
402,223
-37,414
12
$22.1M 1%
218,686
+10,820
13
$22.1M 1%
212,706
-706
14
$21.7M 0.99%
432,090
+205,085
15
$21.1M 0.96%
561,863
-211,171
16
$21.1M 0.96%
811,788
+42,512
17
$20.9M 0.95%
604,734
-178,800
18
$19.9M 0.9%
275,757
-92,081
19
$19.7M 0.9%
170,898
+130
20
$19M 0.86%
507,711
+31,700
21
$18.3M 0.83%
115,131
+8,197
22
$18.1M 0.82%
461,158
-214,939
23
$17.8M 0.81%
219,437
-163,285
24
$17.7M 0.8%
71,679
+2,517
25
$17M 0.77%
315,410
+4,852
1
2 3 4 5