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
826
$53K ﹤0.01%
1,100
-959
827
$53K ﹤0.01%
1,750
828
$52K ﹤0.01%
882
829
$51K ﹤0.01%
1,538
830
$51K ﹤0.01%
1,950
831
$51K ﹤0.01%
970
832
$51K ﹤0.01%
1,025
833
$51K ﹤0.01%
557
+207
834
$51K ﹤0.01%
900
835
$50K ﹤0.01%
+200
836
$50K ﹤0.01%
733
+172
837
$50K ﹤0.01%
175
838
$50K ﹤0.01%
1,083
+1
839
$50K ﹤0.01%
1,950
840
$49K ﹤0.01%
700
-100
841
$49K ﹤0.01%
1,200
-22,754
842
$48K ﹤0.01%
+1,000
843
$47K ﹤0.01%
6,500
844
$47K ﹤0.01%
741
845
$47K ﹤0.01%
2,500
846
$47K ﹤0.01%
2,076
847
$47K ﹤0.01%
2,000
848
$46K ﹤0.01%
1,620
849
$46K ﹤0.01%
400
+100
850
$45K ﹤0.01%
864
32 33
34
35 36