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
851
$45K ﹤0.01%
3,526
-7,716
852
$45K ﹤0.01%
1,026
853
$45K ﹤0.01%
1,000
854
$45K ﹤0.01%
2,436
855
$45K ﹤0.01%
167
-207
856
$45K ﹤0.01%
1,050
857
$44K ﹤0.01%
660
-41,514
858
$44K ﹤0.01%
632
859
$44K ﹤0.01%
966
+736
860
$44K ﹤0.01%
570
-11,480
861
$44K ﹤0.01%
700
862
$44K ﹤0.01%
+11,997
863
$44K ﹤0.01%
1,139
864
$44K ﹤0.01%
2,800
865
$43K ﹤0.01%
325
866
$43K ﹤0.01%
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867
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920
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868
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633
869
$43K ﹤0.01%
1,091
870
$43K ﹤0.01%
812
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871
$43K ﹤0.01%
500
-500
872
$43K ﹤0.01%
866
+4
873
$43K ﹤0.01%
1,000
874
$43K ﹤0.01%
1,000
875
$42K ﹤0.01%
351
33 34
35
36 37