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
1101
$11K ﹤0.01%
2,420
1102
$11K ﹤0.01%
200
1103
$11K ﹤0.01%
44
+10
1104
$11K ﹤0.01%
100
1105
$11K ﹤0.01%
+21
1106
$11K ﹤0.01%
600
1107
$11K ﹤0.01%
204
-10,979
1108
$11K ﹤0.01%
10
1109
$11K ﹤0.01%
666
-300
1110
$11K ﹤0.01%
1,416
-39,690
1111
$10K ﹤0.01%
400
1112
$10K ﹤0.01%
823
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%
+250
1121
$10K ﹤0.01%
40
+36
1122
$10K ﹤0.01%
477
1123
$10K ﹤0.01%
200
1124
$10K ﹤0.01%
+388
1125
$10K ﹤0.01%
+550
43 44
45
46 47