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
876
$42K ﹤0.01%
2,000
-750
877
$42K ﹤0.01%
+500
878
$42K ﹤0.01%
703
+7
879
$42K ﹤0.01%
288
880
$41K ﹤0.01%
382
881
$40K ﹤0.01%
+1,290
882
$40K ﹤0.01%
5,000
883
$40K ﹤0.01%
+4,990
884
$40K ﹤0.01%
+330
885
$40K ﹤0.01%
+1,793
886
$39K ﹤0.01%
1,281
-643
887
$39K ﹤0.01%
1,966
-200
888
$39K ﹤0.01%
2,304
889
$39K ﹤0.01%
788
890
$39K ﹤0.01%
724
891
$39K ﹤0.01%
662
+600
892
$38K ﹤0.01%
880
893
$37K ﹤0.01%
3,332
894
$37K ﹤0.01%
316
895
$37K ﹤0.01%
300
896
$36K ﹤0.01%
5,935
-6,300
897
$36K ﹤0.01%
+800
898
$36K ﹤0.01%
430
899
$36K ﹤0.01%
1,539
900
$36K ﹤0.01%
+13,293
34 35
36
37 38