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
326
$1.17M 0.04%
15,990
-370
327
$1.16M 0.04%
4,749
+51
328
$1.13M 0.04%
10,624
+5
329
$1.12M 0.04%
15,553
-532
330
$1.12M 0.04%
83,250
-1,960
331
$1.09M 0.04%
30,354
332
$1.09M 0.04%
64,249
-5,560
333
$1.08M 0.03%
30,918
-1,230
334
$1.07M 0.03%
108,201
-25,129
335
$1.07M 0.03%
26,680
-10,597
336
$1.04M 0.03%
4,749
+206
337
$1.02M 0.03%
21,276
-75
338
$1.02M 0.03%
6,039
-32
339
$1.02M 0.03%
17,521
-4,413
340
$1.01M 0.03%
139,741
-5,710
341
$996K 0.03%
149,479
+12,650
342
$987K 0.03%
4,533
-41
343
$974K 0.03%
30,333
+1,172
344
$964K 0.03%
11,526
-2,366
345
$962K 0.03%
3,158
+478
346
$958K 0.03%
7,503
-13
347
$955K 0.03%
5,216
+216
348
$945K 0.03%
239,855
-9,210
349
$940K 0.03%
22,743
-4,643
350
$932K 0.03%
71,400
+3,000
12 13
14
15 16