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
551
$266K 0.01%
3,944
-1,311
552
$266K 0.01%
5,952
-455
553
$266K 0.01%
8,642
+53
554
$265K 0.01%
+6,048
555
$264K 0.01%
12,700
556
$264K 0.01%
14,585
557
$264K 0.01%
8,092
+3,940
558
$255K 0.01%
+3,500
559
$254K 0.01%
1,200
560
$253K 0.01%
1,240
+303
561
$248K 0.01%
4,000
562
$248K 0.01%
555
563
$246K 0.01%
6,379
+327
564
$244K 0.01%
51,796
-40,260
565
$243K 0.01%
2,745
+82
566
$240K 0.01%
63,000
-3,400
567
$236K 0.01%
16,779
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568
$235K 0.01%
15,000
569
$234K 0.01%
4,213
-33
570
$233K 0.01%
19,474
+92
571
$233K 0.01%
884
+194
572
$231K 0.01%
6,550
-625
573
$230K 0.01%
3,687
574
$229K 0.01%
7,300
575
$229K 0.01%
13,110
21 22
23
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