AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.08B
AUM Growth
+$585M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,646
New
Increased
Reduced
Closed

Top Buys

1
+$76.9M
2
+$49.9M
3
+$23.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.1M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$12.9M

Top Sells

1
+$90.6M
2
+$16.8M
3
+$10.7M
4
SPXC icon
SPX Corp
SPXC
+$6.49M
5
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$4.66M

Sector Composition

1 Industrials 12.05%
2 Financials 11.66%
3 Technology 11.51%
4 Consumer Discretionary 10.95%
5 Healthcare 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.45M 0.08%
59,539
-1,027
227
$2.44M 0.08%
39,400
-1,178
228
$2.43M 0.08%
140,679
+9,700
229
$2.41M 0.08%
77,490
230
$2.41M 0.08%
69,399
+750
231
$2.4M 0.08%
309,204
-47,523
232
$2.35M 0.08%
20,373
-1,393
233
$2.31M 0.07%
16,246
+5,736
234
$2.3M 0.07%
26,668
-2,969
235
$2.24M 0.07%
42,196
-18,758
236
$2.18M 0.07%
132,931
+12,417
237
$2.18M 0.07%
42,032
+12,151
238
$2.18M 0.07%
441
+2
239
$2.16M 0.07%
102,865
-72,468
240
$2.12M 0.07%
22,856
-77
241
$2.12M 0.07%
13,223
-400
242
$2.12M 0.07%
35,090
+1,202
243
$2.1M 0.07%
118,558
+12,205
244
$2.09M 0.07%
+110,125
245
$2.05M 0.07%
37,407
+691
246
$2.03M 0.07%
19,887
-696
247
$2.01M 0.06%
16,236
-941
248
$2.01M 0.06%
64,430
+29,430
249
$2M 0.06%
20,256
-34
250
$2M 0.06%
56,643
-60,531
8 9
10
11 12