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
501
$366K 0.01%
6,072
+9
502
$364K 0.01%
12,287
-2,220
503
$360K 0.01%
32,291
504
$357K 0.01%
4,751
+4,550
505
$347K 0.01%
12,594
-300
506
$347K 0.01%
963
+79
507
$344K 0.01%
3,934
508
$344K 0.01%
1,539
-71
509
$344K 0.01%
3,636
+198
510
$340K 0.01%
28,424
511
$337K 0.01%
7,590
-1,834
512
$336K 0.01%
1,373
-45
513
$331K 0.01%
+3,550
514
$329K 0.01%
1,466
-275
515
$328K 0.01%
3,202
516
$325K 0.01%
1,250
517
$325K 0.01%
11,900
-6,383
518
$324K 0.01%
7,056
+1,196
519
$324K 0.01%
790
520
$321K 0.01%
10,900
-151
521
$319K 0.01%
34,700
522
$318K 0.01%
3,470
+150
523
$317K 0.01%
43,118
-1,820
524
$316K 0.01%
7,527
+2,781
525
$312K 0.01%
6,371
+1,258
19 20
21
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