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
651
$139K ﹤0.01%
9,435
652
$138K ﹤0.01%
+28,340
653
$138K ﹤0.01%
+3,761
654
$136K ﹤0.01%
1,466
+71
655
$135K ﹤0.01%
8,456
656
$133K ﹤0.01%
2,472
657
$133K ﹤0.01%
2,658
+534
658
$133K ﹤0.01%
772
+117
659
$133K ﹤0.01%
2,800
+300
660
$132K ﹤0.01%
475
661
$132K ﹤0.01%
1,450
662
$131K ﹤0.01%
1,812
+1,012
663
$128K ﹤0.01%
1,332
664
$128K ﹤0.01%
734
665
$128K ﹤0.01%
1,374
+205
666
$128K ﹤0.01%
264
667
$127K ﹤0.01%
15,989
668
$127K ﹤0.01%
1,773
-1,152
669
$126K ﹤0.01%
2,963
670
$126K ﹤0.01%
3,442
671
$126K ﹤0.01%
4,640
+684
672
$126K ﹤0.01%
10,980
673
$125K ﹤0.01%
+10,598
674
$125K ﹤0.01%
5,574
675
$125K ﹤0.01%
23,793
25 26
27
28 29