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
751
$80K ﹤0.01%
361
+136
752
$80K ﹤0.01%
4,500
753
$79K ﹤0.01%
8,946
+324
754
$79K ﹤0.01%
+960
755
$79K ﹤0.01%
1,087
756
$78K ﹤0.01%
2,879
757
$78K ﹤0.01%
1,973
+124
758
$78K ﹤0.01%
4,600
+2,400
759
$77K ﹤0.01%
1,041
-23,062
760
$77K ﹤0.01%
+2,679
761
$77K ﹤0.01%
600
762
$77K ﹤0.01%
1,631
763
$77K ﹤0.01%
6,200
764
$76K ﹤0.01%
500
765
$76K ﹤0.01%
1,450
+750
766
$76K ﹤0.01%
921
+13
767
$76K ﹤0.01%
1,124
+269
768
$75K ﹤0.01%
1,700
-550
769
$75K ﹤0.01%
442
770
$75K ﹤0.01%
250
+217
771
$75K ﹤0.01%
2,050
772
$74K ﹤0.01%
3,610
-2,034
773
$74K ﹤0.01%
44
+12
774
$73K ﹤0.01%
1,254
775
$73K ﹤0.01%
2,000
29 30
31
32 33