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
251
$1.99M 0.06%
82,400
+6,170
252
$1.93M 0.06%
31,166
-1,661
253
$1.93M 0.06%
20,321
-1,448
254
$1.91M 0.06%
25,210
+5,500
255
$1.89M 0.06%
86,080
-12,330
256
$1.86M 0.06%
124,058
+26,922
257
$1.81M 0.06%
5,122
+9
258
$1.8M 0.06%
+33,500
259
$1.79M 0.06%
126,823
-1,020
260
$1.76M 0.06%
10,018
-665
261
$1.76M 0.06%
112,190
-41,360
262
$1.76M 0.06%
41,376
-10,099
263
$1.75M 0.06%
57,114
-8
264
$1.74M 0.06%
23,837
-1,290
265
$1.73M 0.06%
58,601
+56,912
266
$1.72M 0.06%
13,453
+11,306
267
$1.71M 0.06%
22,740
+531
268
$1.7M 0.05%
8,628
-67
269
$1.7M 0.05%
+180,109
270
$1.68M 0.05%
192,776
271
$1.68M 0.05%
25,023
-1,278
272
$1.67M 0.05%
5,292,970
-512,619
273
$1.64M 0.05%
12,023
+563
274
$1.61M 0.05%
9,497
-595
275
$1.6M 0.05%
+100,643
9 10
11
12 13