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
351
$929K 0.03%
12,650
352
$919K 0.03%
5,801
+2,918
353
$917K 0.03%
83,813
-976,905
354
$909K 0.03%
6,099
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355
$905K 0.03%
15,104
+500
356
$903K 0.03%
28,239
-1,422
357
$900K 0.03%
67,390
+35,490
358
$898K 0.03%
4,195
+628
359
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10,996
-45,384
360
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11,406
+181
361
$893K 0.03%
+30,960
362
$892K 0.03%
16,356
+14,214
363
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36,233
-2,170
364
$882K 0.03%
187,356
-27,027
365
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366
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95,900
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367
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28,690
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368
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35,270
-13,300
369
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36,873
-5,410
370
$855K 0.03%
7,207
-362
371
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+398
372
$851K 0.03%
47,345
+18,300
373
$838K 0.03%
300,389
+31,888
374
$836K 0.03%
8,969
+8,885
375
$835K 0.03%
4,730
+155
13 14
15
16 17