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
926
$32K ﹤0.01%
600
927
$32K ﹤0.01%
1,850
928
$31K ﹤0.01%
1,200
+500
929
$31K ﹤0.01%
820
930
$31K ﹤0.01%
846
931
$31K ﹤0.01%
625
932
$31K ﹤0.01%
1,070
+1
933
$31K ﹤0.01%
1,576
934
$31K ﹤0.01%
500
935
$30K ﹤0.01%
1,500
936
$30K ﹤0.01%
1,659
937
$30K ﹤0.01%
893
+250
938
$29K ﹤0.01%
620
-250
939
$29K ﹤0.01%
274
940
$29K ﹤0.01%
450
941
$28K ﹤0.01%
1,000
942
$28K ﹤0.01%
+244
943
$28K ﹤0.01%
325
+15
944
$28K ﹤0.01%
614
-200
945
$28K ﹤0.01%
425
946
$28K ﹤0.01%
4,268
947
$28K ﹤0.01%
2,750
948
$27K ﹤0.01%
660
949
$27K ﹤0.01%
150
950
$27K ﹤0.01%
175
36 37
38
39 40