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
1001
$20K ﹤0.01%
301
1002
$20K ﹤0.01%
111
1003
$19K ﹤0.01%
+2,080
1004
$19K ﹤0.01%
568
-568
1005
$19K ﹤0.01%
275
1006
$19K ﹤0.01%
143
1007
$19K ﹤0.01%
1,700
-1,000
1008
$19K ﹤0.01%
352
1009
$19K ﹤0.01%
800
+163
1010
$19K ﹤0.01%
490
1011
$19K ﹤0.01%
135
1012
$19K ﹤0.01%
30
1013
$19K ﹤0.01%
1,698
1014
$18K ﹤0.01%
414
1015
$18K ﹤0.01%
46
+23
1016
$18K ﹤0.01%
100
-3
1017
$18K ﹤0.01%
1,250
1018
$18K ﹤0.01%
186
1019
– –
0
1020
$18K ﹤0.01%
1,170
-2,239
1021
$18K ﹤0.01%
600
1022
$18K ﹤0.01%
230
-50
1023
$17K ﹤0.01%
+820
1024
$17K ﹤0.01%
561
1025
$17K ﹤0.01%
210
39 40
41
42 43