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
76
$9.69M 0.31%
95,600
-670
77
$9.66M 0.31%
30,783
+14,013
78
$9.63M 0.31%
193,874
-77,572
79
$9.5M 0.31%
91,932
+28,406
80
$9.44M 0.3%
71,537
+68,462
81
$9.34M 0.3%
17,032
+67
82
$9.33M 0.3%
47,915
+17,364
83
$9.2M 0.3%
+178,225
84
$9.18M 0.3%
466,929
-65,810
85
$9.05M 0.29%
141,968
+13,133
86
$8.94M 0.29%
23,922
-691
87
$8.87M 0.29%
266,069
88
$8.69M 0.28%
84,116
+696
89
$8.67M 0.28%
385,343
+24,928
90
$8.54M 0.28%
343,370
-1,760
91
$8.54M 0.28%
185,705
-1,270
92
$8.52M 0.27%
198,437
-390,362
93
$8.51M 0.27%
243,475
+72,409
94
$8.28M 0.27%
1,135,175
-8,614
95
$8.08M 0.26%
76,858
-1,400
96
$8.07M 0.26%
764,059
+70,325
97
$8.02M 0.26%
67,854
+6,242
98
$7.98M 0.26%
443,458
+18,738
99
$7.9M 0.25%
185,958
-33,124
100
$7.85M 0.25%
89,560
-1,780
2 3
4
5 6