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
976
$23K ﹤0.01%
62
977
$23K ﹤0.01%
+350
978
$23K ﹤0.01%
+200
979
$22K ﹤0.01%
255
980
$22K ﹤0.01%
657
981
$22K ﹤0.01%
805
982
$22K ﹤0.01%
3,000
983
$21K ﹤0.01%
235
+145
984
$21K ﹤0.01%
+496
985
$21K ﹤0.01%
230
986
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346
+191
987
$21K ﹤0.01%
195
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988
$21K ﹤0.01%
1,265
989
$21K ﹤0.01%
500
990
$20K ﹤0.01%
600
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$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
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996
$20K ﹤0.01%
610
997
$20K ﹤0.01%
5,017
-10,000
998
$20K ﹤0.01%
500
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999
$20K ﹤0.01%
167
1000
$20K ﹤0.01%
780
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38 39
40
41 42