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
876
$42K ﹤0.01%
600
-27
877
$42K ﹤0.01%
906
+312
878
$42K ﹤0.01%
2,000
-750
879
$42K ﹤0.01%
+500
880
$42K ﹤0.01%
703
+7
881
$42K ﹤0.01%
288
882
$41K ﹤0.01%
382
883
$40K ﹤0.01%
+330
884
$40K ﹤0.01%
+1,793
885
$40K ﹤0.01%
+1,290
886
$40K ﹤0.01%
5,000
887
$40K ﹤0.01%
+4,990
888
$39K ﹤0.01%
1,281
-643
889
$39K ﹤0.01%
1,966
-200
890
$39K ﹤0.01%
2,304
891
$39K ﹤0.01%
788
892
$39K ﹤0.01%
724
893
$39K ﹤0.01%
662
+600
894
$38K ﹤0.01%
880
895
$37K ﹤0.01%
3,332
896
$37K ﹤0.01%
316
897
$37K ﹤0.01%
300
898
$36K ﹤0.01%
5,935
-6,300
899
$36K ﹤0.01%
+800
900
$36K ﹤0.01%
430
34 35
36
37 38