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
376
$822K 0.03%
119,073
-7,600
377
$821K 0.03%
64,346
-14,421
378
$788K 0.03%
10,793
+558
379
$785K 0.03%
517
-14
380
$783K 0.03%
2,205
-250
381
$781K 0.03%
42,310
-1,240
382
$778K 0.03%
81,246
-37,579
383
$767K 0.02%
+15,438
384
$753K 0.02%
6,898
+4,778
385
$748K 0.02%
49,714
+6,077
386
$748K 0.02%
27,464
-1,280
387
$735K 0.02%
61,452
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388
$732K 0.02%
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+9
389
$723K 0.02%
4,120
-110
390
$720K 0.02%
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391
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38,419
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392
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2,691
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393
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116,043
394
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3,015
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395
$709K 0.02%
17,766
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396
$705K 0.02%
52,899
-2,170
397
$699K 0.02%
5,929
-646
398
$697K 0.02%
64,244
-2,600
399
$697K 0.02%
43,400
+48
400
$697K 0.02%
11,345
-469
14 15
16
17 18