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
951
$27K ﹤0.01%
958
-166
952
$27K ﹤0.01%
71
+23
953
$26K ﹤0.01%
250
954
$26K ﹤0.01%
572
-1,725
955
$26K ﹤0.01%
500
-300
956
$26K ﹤0.01%
1,509
+400
957
$26K ﹤0.01%
344
958
$26K ﹤0.01%
110
+74
959
$26K ﹤0.01%
1,000
960
$25K ﹤0.01%
471
961
$25K ﹤0.01%
600
962
$25K ﹤0.01%
600
963
$25K ﹤0.01%
425
964
$25K ﹤0.01%
+600
965
$25K ﹤0.01%
1,388
966
$25K ﹤0.01%
+55
967
$25K ﹤0.01%
1,310
-107,527
968
$24K ﹤0.01%
456
969
$24K ﹤0.01%
44
+42
970
$24K ﹤0.01%
+400
971
$24K ﹤0.01%
420
972
$24K ﹤0.01%
553
973
$24K ﹤0.01%
+560
974
$23K ﹤0.01%
538
975
$23K ﹤0.01%
231
37 38
39
40 41