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
401
$692K 0.02%
39,649
+1,180
402
$690K 0.02%
7,534
+664
403
$684K 0.02%
73,243
-16,015
404
$682K 0.02%
12,351
405
$677K 0.02%
12,266
+703
406
$677K 0.02%
134,761
+23,480
407
$674K 0.02%
23,750
-280
408
$667K 0.02%
52,821
-2,000
409
$666K 0.02%
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410
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6,089
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411
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412
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129,054
-9,580
413
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38,036
-63,250
414
$640K 0.02%
19,188
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415
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416
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417
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418
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24,000
419
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11,754
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420
$607K 0.02%
15,689
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421
$605K 0.02%
9,827
-3,133
422
$605K 0.02%
445,065
-18,150
423
$576K 0.02%
96,512
424
$573K 0.02%
15,261
-6,240
425
$569K 0.02%
28,330
-390
15 16
17
18 19