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
1101
$11K ﹤0.01%
44
+10
1102
$11K ﹤0.01%
100
1103
$11K ﹤0.01%
+21
1104
$11K ﹤0.01%
600
1105
$11K ﹤0.01%
204
-10,979
1106
$11K ﹤0.01%
10
1107
$11K ﹤0.01%
666
-300
1108
$11K ﹤0.01%
1,416
-39,690
1109
$11K ﹤0.01%
168
1110
$11K ﹤0.01%
300
1111
$11K ﹤0.01%
+47
1112
$11K ﹤0.01%
+1,302
1113
$10K ﹤0.01%
734
-300
1114
$10K ﹤0.01%
257
1115
$10K ﹤0.01%
125
-36
1116
$10K ﹤0.01%
418
+93
1117
$10K ﹤0.01%
105
+50
1118
$10K ﹤0.01%
+31
1119
$10K ﹤0.01%
313
-1,800
1120
$10K ﹤0.01%
+1,386
1121
$10K ﹤0.01%
+250
1122
$10K ﹤0.01%
40
+36
1123
$10K ﹤0.01%
477
1124
$10K ﹤0.01%
200
1125
$10K ﹤0.01%
+388
43 44
45
46 47