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
301
$1.32M 0.04%
207,002
-21,000
302
$1.32M 0.04%
15,389
+65
303
$1.31M 0.04%
21,501
-4,045
304
$1.3M 0.04%
6,176
+236
305
$1.3M 0.04%
32,273
+4,700
306
$1.29M 0.04%
10,753
-2,460
307
$1.26M 0.04%
24,411
+11,105
308
$1.26M 0.04%
8,960
-425
309
$1.25M 0.04%
8,702
310
$1.25M 0.04%
178,517
-7,632
311
$1.25M 0.04%
57,826
+20,420
312
$1.24M 0.04%
39,030
+4,720
313
$1.24M 0.04%
296,701
+37,476
314
$1.23M 0.04%
10,433
+775
315
$1.23M 0.04%
13,411
+1,081
316
$1.23M 0.04%
17,014
-7,740
317
$1.23M 0.04%
+349,999
318
$1.22M 0.04%
80,574
+1,836
319
$1.21M 0.04%
7,196
-1,270
320
$1.2M 0.04%
128,729
+49,510
321
$1.19M 0.04%
+8,300
322
$1.19M 0.04%
17,140
-2,636
323
$1.18M 0.04%
11,754
+4,614
324
$1.18M 0.04%
+38,077
325
$1.17M 0.04%
37,471
+6,990
11 12
13
14 15