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
526
$312K 0.01%
4,033
+33
527
$312K 0.01%
16,417
-690
528
$311K 0.01%
3,084
+298
529
$310K 0.01%
666
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530
$309K 0.01%
37,820
-870
531
$306K 0.01%
3,821
532
$302K 0.01%
5,183
-410
533
$299K 0.01%
2,250
534
$297K 0.01%
1,309
+34
535
$295K 0.01%
3,017
536
$294K 0.01%
9,775
+160
537
$292K 0.01%
4,715
538
$287K 0.01%
28,454
539
$286K 0.01%
+5,699
540
$284K 0.01%
25,782
-530
541
$283K 0.01%
37,814
-2,330
542
$281K 0.01%
12,200
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543
$281K 0.01%
29,660
544
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18,981
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545
$276K 0.01%
267
546
$274K 0.01%
7,350
547
$274K 0.01%
+7,000
548
$271K 0.01%
84,545
-3,550
549
$269K 0.01%
27,619
+3,000
550
$267K 0.01%
25,392
-2,580
20 21
22
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