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
626
$169K 0.01%
830
+2
627
$169K 0.01%
1,117
+6
628
$166K 0.01%
3,900
-1,300
629
$165K 0.01%
5,198
630
$164K 0.01%
25,302
-22,490
631
$164K 0.01%
26,150
-1,850
632
$164K 0.01%
938
633
$161K 0.01%
1,423
-617
634
$160K 0.01%
1,700
-4,846
635
$156K 0.01%
+11,596
636
$156K 0.01%
4,300
-1,500
637
$155K 0.01%
582,407
638
$152K ﹤0.01%
+4,500
639
$148K ﹤0.01%
710
-20
640
$148K ﹤0.01%
781
641
$147K ﹤0.01%
6,937
642
$146K ﹤0.01%
1,688
-59
643
$145K ﹤0.01%
1,570
644
$145K ﹤0.01%
2,651
-332
645
$145K ﹤0.01%
2,392
+489
646
$144K ﹤0.01%
1,160
+369
647
$144K ﹤0.01%
805
648
$143K ﹤0.01%
4,077
-416
649
$140K ﹤0.01%
1,064
-83
650
$140K ﹤0.01%
801
24 25
26
27 28