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
26
$23.9M 0.77%
169,604
-1,517
27
$23.6M 0.76%
166,725
+516
28
$23.6M 0.76%
+405,050
29
$23.3M 0.75%
62,052
+2,620
30
$22.4M 0.72%
186,595
-4,379
31
$22M 0.71%
148,510
-571
32
$21.7M 0.7%
2,168,274
+329,577
33
$21.6M 0.7%
93,087
-476
34
$21.5M 0.69%
82,177
+765
35
$20.5M 0.66%
95,351
+354
36
$20.2M 0.65%
124,060
-500
37
$19.5M 0.63%
337,612
-1,571,565
38
$19.4M 0.63%
330,367
+5,947
39
$19.4M 0.62%
26,838
+199
40
$18.9M 0.61%
422,740
-3,546
41
$18.8M 0.61%
526,973
-59,166
42
$18.8M 0.61%
705,820
-1,250
43
$18.6M 0.6%
315,907
+36,660
44
$18.1M 0.58%
87,370
+21,129
45
$17.8M 0.57%
152,131
+2,573
46
$17.7M 0.57%
1,000,686
+62,700
47
$17.7M 0.57%
352,295
+38,859
48
$17.6M 0.57%
107,097
+386
49
$17.4M 0.56%
63,523
+1,910
50
$16.7M 0.54%
496,761
+26,826
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