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
$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
276
$1.6M 0.05%
48,211
-8,965
277
$1.59M 0.05%
83,520
+70,550
278
$1.58M 0.05%
31,516
+6,200
279
$1.57M 0.05%
22,929
+360
280
$1.57M 0.05%
81,210
-9,000
281
$1.57M 0.05%
886,670
+61,966
282
$1.56M 0.05%
9,799
+1,609
283
$1.54M 0.05%
78,470
+13,690
284
$1.53M 0.05%
95,458
-2,610
285
$1.51M 0.05%
11,630
-259
286
$1.49M 0.05%
61,797
287
$1.47M 0.05%
6,038
-350
288
$1.47M 0.05%
10,924
-1,250
289
$1.46M 0.05%
7,283
290
$1.46M 0.05%
25,964
-7,655
291
$1.44M 0.05%
84,456
-25,352
292
$1.42M 0.05%
19,180
293
$1.42M 0.05%
+68,030
294
$1.38M 0.04%
+103,160
295
$1.38M 0.04%
25,256
+24,232
296
$1.37M 0.04%
12,110
+500
297
$1.37M 0.04%
17,192
-3,250
298
$1.35M 0.04%
84,787
+6,667
299
$1.34M 0.04%
349,034
+33,532
300
$1.34M 0.04%
46,550
-1,110
10 11
12
13 14