AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$69.5M
2 +$35.7M
3 +$16.3M
4
MTSC
MTS Systems Corp
MTSC
+$14.6M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$9.89M

Top Sells

1 +$75.1M
2 +$19M
3 +$10M
4
SPXC icon
SPX Corp
SPXC
+$5.97M
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
1101
$11K ﹤0.01%
+21
1102
$11K ﹤0.01%
600
1103
$11K ﹤0.01%
204
-10,979
1104
$11K ﹤0.01%
10
1105
$11K ﹤0.01%
666
-300
1106
$11K ﹤0.01%
1,416
-39,690
1107
$11K ﹤0.01%
168
1108
$11K ﹤0.01%
300
1109
$11K ﹤0.01%
+47
1110
$11K ﹤0.01%
+130
1111
$10K ﹤0.01%
823
1112
$10K ﹤0.01%
400
1113
$10K ﹤0.01%
257
1114
$10K ﹤0.01%
125
-36
1115
$10K ﹤0.01%
418
+93
1116
$10K ﹤0.01%
105
+50
1117
$10K ﹤0.01%
+31
1118
$10K ﹤0.01%
313
-1,800
1119
$10K ﹤0.01%
+250
1120
$10K ﹤0.01%
40
+36
1121
$10K ﹤0.01%
477
1122
$10K ﹤0.01%
200
1123
$10K ﹤0.01%
+388
1124
$10K ﹤0.01%
+550
1125
$10K ﹤0.01%
1,078