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
1026
$17K ﹤0.01%
400
1027
$17K ﹤0.01%
552
1028
$17K ﹤0.01%
500
1029
$17K ﹤0.01%
185
1030
$17K ﹤0.01%
+1,000
1031
$16K ﹤0.01%
4,000
1032
$16K ﹤0.01%
664
+43
1033
$16K ﹤0.01%
200
1034
$16K ﹤0.01%
+461
1035
$16K ﹤0.01%
125
1036
$16K ﹤0.01%
+1,100
1037
$16K ﹤0.01%
344
1038
$15K ﹤0.01%
500
1039
$15K ﹤0.01%
285
1040
$15K ﹤0.01%
100
1041
$15K ﹤0.01%
110
+88
1042
$15K ﹤0.01%
2,500
1043
$15K ﹤0.01%
450
1044
$15K ﹤0.01%
500
1045
$15K ﹤0.01%
460
+160
1046
$15K ﹤0.01%
266
-464
1047
$15K ﹤0.01%
240
1048
$15K ﹤0.01%
+1,378
1049
$15K ﹤0.01%
175
1050
$15K ﹤0.01%
738
40 41
42
43 44