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
851
$45K ﹤0.01%
1,000
852
$45K ﹤0.01%
2,436
853
$45K ﹤0.01%
167
-207
854
$45K ﹤0.01%
1,050
855
$44K ﹤0.01%
660
-41,514
856
$44K ﹤0.01%
632
857
$44K ﹤0.01%
966
+736
858
$44K ﹤0.01%
570
-11,480
859
$44K ﹤0.01%
700
860
$44K ﹤0.01%
+11,997
861
$44K ﹤0.01%
1,139
862
$44K ﹤0.01%
2,800
863
$43K ﹤0.01%
1,091
864
$43K ﹤0.01%
325
865
$43K ﹤0.01%
800
866
$43K ﹤0.01%
920
-860
867
$43K ﹤0.01%
812
-188
868
$43K ﹤0.01%
500
-500
869
$43K ﹤0.01%
866
+4
870
$43K ﹤0.01%
1,000
871
$43K ﹤0.01%
633
872
$43K ﹤0.01%
1,000
873
$42K ﹤0.01%
351
874
$42K ﹤0.01%
600
-27
875
$42K ﹤0.01%
906
+312
33 34
35
36 37