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
701
$109K ﹤0.01%
5,000
702
$108K ﹤0.01%
1,499
+547
703
$108K ﹤0.01%
680
+112
704
$107K ﹤0.01%
759
+16
705
$107K ﹤0.01%
1,104
+2
706
$106K ﹤0.01%
1,470
+12
707
$106K ﹤0.01%
500
708
$106K ﹤0.01%
3,982
709
$105K ﹤0.01%
1,484
710
$104K ﹤0.01%
3,000
711
$103K ﹤0.01%
+256
712
$102K ﹤0.01%
3,000
713
$102K ﹤0.01%
+13,741
714
$101K ﹤0.01%
2,685
-1,040
715
$101K ﹤0.01%
5,112
-225
716
$100K ﹤0.01%
2,500
717
$99K ﹤0.01%
4,504
-1,000
718
$99K ﹤0.01%
+7,000
719
$99K ﹤0.01%
+13,671
720
$98K ﹤0.01%
2,246
721
$97K ﹤0.01%
875
722
$96K ﹤0.01%
1,317
-1,423
723
$95K ﹤0.01%
4,347
+1,157
724
$94K ﹤0.01%
3,380
725
$94K ﹤0.01%
972
+218
27 28
29
30 31