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
451
$491K 0.02%
16,275
-3,350
452
$485K 0.02%
126,557
-5,620
453
$477K 0.02%
1,561
+300
454
$477K 0.02%
+19,850
455
$476K 0.02%
33,330
-3
456
$473K 0.02%
3,449
-125
457
$472K 0.02%
858
458
$471K 0.02%
22,017
+33
459
$469K 0.02%
+15,892
460
$464K 0.01%
13,334
461
$462K 0.01%
2,264
+65
462
$460K 0.01%
20,202
-680
463
$457K 0.01%
1,700
464
$451K 0.01%
9,068
+2,006
465
$450K 0.01%
50,332
-2,950
466
$448K 0.01%
3,000
467
$447K 0.01%
17,185
-18,700
468
$446K 0.01%
5,040
469
$445K 0.01%
16,667
470
$444K 0.01%
2,438
+600
471
$442K 0.01%
24,713
472
$440K 0.01%
42,320
-2,600
473
$435K 0.01%
85,450
-1,990
474
$432K 0.01%
16,741
-1,500
475
$422K 0.01%
5,400
17 18
19
20 21