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
1051
$15K ﹤0.01%
100
1052
$15K ﹤0.01%
100
1053
$15K ﹤0.01%
110
+88
1054
$15K ﹤0.01%
2,500
1055
$15K ﹤0.01%
2,544,675
1056
$14K ﹤0.01%
925
1057
$14K ﹤0.01%
1,320
1058
$14K ﹤0.01%
116
1059
$14K ﹤0.01%
288
1060
$14K ﹤0.01%
1,896
1061
$14K ﹤0.01%
1,500
1062
$14K ﹤0.01%
590
1063
$14K ﹤0.01%
800
1064
$14K ﹤0.01%
534
+61
1065
$14K ﹤0.01%
1,000
1066
$14K ﹤0.01%
1,000
1067
$14K ﹤0.01%
200
1068
$14K ﹤0.01%
600
+450
1069
$13K ﹤0.01%
35
1070
$13K ﹤0.01%
100
1071
$13K ﹤0.01%
500
1072
$13K ﹤0.01%
300
1073
$13K ﹤0.01%
765
1074
$13K ﹤0.01%
280
1075
$13K ﹤0.01%
450
41 42
43
44 45