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
976
$23K ﹤0.01%
538
977
$23K ﹤0.01%
231
978
$23K ﹤0.01%
62
979
$23K ﹤0.01%
+350
980
$23K ﹤0.01%
+200
981
$22K ﹤0.01%
255
982
$22K ﹤0.01%
657
983
$22K ﹤0.01%
805
984
$22K ﹤0.01%
3,000
985
$21K ﹤0.01%
235
+145
986
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+496
987
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230
988
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346
+191
989
$21K ﹤0.01%
195
-1,490
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$21K ﹤0.01%
1,265
991
$21K ﹤0.01%
500
992
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111
994
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600
995
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$20K ﹤0.01%
845
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$20K ﹤0.01%
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998
$20K ﹤0.01%
287
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999
$20K ﹤0.01%
118
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1000
$20K ﹤0.01%
610
38 39
40
41 42