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
1026
$17K ﹤0.01%
210
1027
$17K ﹤0.01%
185
1028
$17K ﹤0.01%
+820
1029
$17K ﹤0.01%
+1,000
1030
$17K ﹤0.01%
400
1031
$17K ﹤0.01%
552
1032
$17K ﹤0.01%
500
1033
$16K ﹤0.01%
4,000
1034
$16K ﹤0.01%
664
+43
1035
$16K ﹤0.01%
200
1036
$16K ﹤0.01%
+461
1037
$16K ﹤0.01%
125
1038
$16K ﹤0.01%
+1,100
1039
$16K ﹤0.01%
344
1040
$15K ﹤0.01%
738
1041
$15K ﹤0.01%
75
1042
$15K ﹤0.01%
500
1043
$15K ﹤0.01%
285
1044
$15K ﹤0.01%
450
1045
$15K ﹤0.01%
500
1046
$15K ﹤0.01%
460
+160
1047
$15K ﹤0.01%
266
-464
1048
$15K ﹤0.01%
240
1049
$15K ﹤0.01%
+1,378
1050
$15K ﹤0.01%
175
40 41
42
43 44