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
676
$125K ﹤0.01%
6,800
+1,400
677
$124K ﹤0.01%
2,771
678
$123K ﹤0.01%
2,434
+2
679
$123K ﹤0.01%
1,846
680
$121K ﹤0.01%
2,297
681
$121K ﹤0.01%
9,760
682
$119K ﹤0.01%
15,864
683
$119K ﹤0.01%
2,101
-229
684
$118K ﹤0.01%
2,320
-82
685
$118K ﹤0.01%
5,824
686
$115K ﹤0.01%
1,500
687
$115K ﹤0.01%
1,200
688
$114K ﹤0.01%
706
689
$114K ﹤0.01%
4,370
690
$113K ﹤0.01%
668
691
$112K ﹤0.01%
554
+29
692
$112K ﹤0.01%
10,000
693
$112K ﹤0.01%
3,960
-704
694
$112K ﹤0.01%
1,500
695
$111K ﹤0.01%
1,378
+27
696
$110K ﹤0.01%
2,196
-1,938
697
$110K ﹤0.01%
30,000
698
$110K ﹤0.01%
950
699
$110K ﹤0.01%
2,857
-5
700
$110K ﹤0.01%
316
26 27
28
29 30