AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$69.5M
2 +$35.7M
3 +$16.3M
4
MTSC
MTS Systems Corp
MTSC
+$14.6M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$9.89M

Top Sells

1 +$75.1M
2 +$19M
3 +$10M
4
SPXC icon
SPX Corp
SPXC
+$5.97M
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
901
$35K ﹤0.01%
500
902
$35K ﹤0.01%
2,319
+3
903
$35K ﹤0.01%
550
904
$35K ﹤0.01%
566
905
$35K ﹤0.01%
1,180
-1,212
906
$35K ﹤0.01%
2,220
907
$34K ﹤0.01%
770
+370
908
$34K ﹤0.01%
398
+2
909
$34K ﹤0.01%
400
910
$34K ﹤0.01%
+2,222
911
$33K ﹤0.01%
103
-6
912
$33K ﹤0.01%
1,325
913
$33K ﹤0.01%
+442
914
$33K ﹤0.01%
397
915
$33K ﹤0.01%
100
916
$33K ﹤0.01%
557
+24
917
$33K ﹤0.01%
600
918
$32K ﹤0.01%
1,473
+30
919
$32K ﹤0.01%
800
920
$32K ﹤0.01%
155
921
$32K ﹤0.01%
730
922
$32K ﹤0.01%
600
923
$32K ﹤0.01%
1,850
924
$32K ﹤0.01%
300
925
$32K ﹤0.01%
1,436
+8