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
901
$36K ﹤0.01%
1,539
902
$36K ﹤0.01%
+13,293
903
$35K ﹤0.01%
2,319
+3
904
$35K ﹤0.01%
550
905
$35K ﹤0.01%
566
906
$35K ﹤0.01%
1,180
-1,212
907
$35K ﹤0.01%
2,220
908
$35K ﹤0.01%
500
909
$34K ﹤0.01%
400
910
$34K ﹤0.01%
+2,222
911
$34K ﹤0.01%
770
+370
912
$34K ﹤0.01%
398
+2
913
$33K ﹤0.01%
+442
914
$33K ﹤0.01%
103
-6
915
$33K ﹤0.01%
1,325
916
$33K ﹤0.01%
397
917
$33K ﹤0.01%
557
+24
918
$33K ﹤0.01%
600
919
$33K ﹤0.01%
100
920
$32K ﹤0.01%
1,473
+30
921
$32K ﹤0.01%
800
922
$32K ﹤0.01%
300
923
$32K ﹤0.01%
1,436
+8
924
$32K ﹤0.01%
155
925
$32K ﹤0.01%
730
35 36
37
38 39