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
51
$16.5M 0.53%
195,539
-41,659
52
$16.2M 0.52%
179,170
+5,277
53
$15M 0.48%
217,786
-1,791
54
$14.9M 0.48%
222,109
+6,564
55
$14.8M 0.48%
174,797
+72
56
$14.6M 0.47%
40,784
+883
57
$14.5M 0.47%
244,302
+132,804
58
$14.4M 0.46%
181,532
+19,316
59
$14.3M 0.46%
1,182,470
-5,430
60
$14M 0.45%
447,997
-40,180
61
$13.5M 0.44%
401,644
+55,577
62
$12.9M 0.42%
+810,049
63
$12.9M 0.42%
147,100
-1,600
64
$12M 0.39%
145,152
+4,037
65
$11.7M 0.38%
111,665
+64,685
66
$11.3M 0.37%
206,509
-26,452
67
$11.3M 0.36%
724,910
+90,139
68
$10.7M 0.35%
210,615
+13,600
69
$10.7M 0.34%
226,610
+41,364
70
$10.4M 0.33%
207,508
-38,964
71
$10.2M 0.33%
342,989
-27,654
72
$10.1M 0.33%
64,554
73
$10M 0.32%
276,330
-3,900
74
$9.92M 0.32%
428,561
+8,980
75
$9.78M 0.32%
111,501
-1,118
1 2
3
4 5