AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 12.06%
2 Financials 11.67%
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
801
$58K ﹤0.01%
4,538
802
$58K ﹤0.01%
2,000
803
$58K ﹤0.01%
583
-41
804
$58K ﹤0.01%
1,400
805
$58K ﹤0.01%
716
806
$57K ﹤0.01%
600
807
$57K ﹤0.01%
1,170
808
$57K ﹤0.01%
+1,000
809
$57K ﹤0.01%
20,000
810
$56K ﹤0.01%
1,000
811
$55K ﹤0.01%
+2,500
812
$55K ﹤0.01%
750
813
$55K ﹤0.01%
320
814
$55K ﹤0.01%
195
+164
815
$55K ﹤0.01%
365
816
$54K ﹤0.01%
1,497
+2
817
$54K ﹤0.01%
1,065
818
$54K ﹤0.01%
1,117
+1,037
819
$54K ﹤0.01%
1,200
820
$54K ﹤0.01%
300
821
$53K ﹤0.01%
1,750
822
$53K ﹤0.01%
1,925
823
$53K ﹤0.01%
346
+13
824
$53K ﹤0.01%
1,100
-959
825
$53K ﹤0.01%
1,750