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
726
$93K ﹤0.01%
3,975
727
$93K ﹤0.01%
3,310
728
$92K ﹤0.01%
+3,409
729
$91K ﹤0.01%
3,405
730
$91K ﹤0.01%
645
+40
731
$90K ﹤0.01%
12,740
732
$90K ﹤0.01%
1,700
-72,050
733
$90K ﹤0.01%
5,909
734
$89K ﹤0.01%
2,166
735
$88K ﹤0.01%
669
-8
736
$88K ﹤0.01%
1,875
+1,475
737
$87K ﹤0.01%
633
+150
738
$87K ﹤0.01%
+4,551
739
$87K ﹤0.01%
1,889
+1
740
$85K ﹤0.01%
955
+27
741
$83K ﹤0.01%
688
-115
742
$83K ﹤0.01%
1,100
743
$82K ﹤0.01%
1,150
744
$82K ﹤0.01%
200
745
$82K ﹤0.01%
5,500
746
$82K ﹤0.01%
2,568
+1
747
$81K ﹤0.01%
594
748
$81K ﹤0.01%
3,400
749
$81K ﹤0.01%
2,498
750
$80K ﹤0.01%
3,499
28 29
30
31 32