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
1126
$10K ﹤0.01%
+550
1127
$10K ﹤0.01%
1,078
1128
$10K ﹤0.01%
205
-266
1129
$10K ﹤0.01%
+116
1130
$10K ﹤0.01%
84
1131
$10K ﹤0.01%
400
1132
$10K ﹤0.01%
823
1133
$10K ﹤0.01%
+636
1134
$10K ﹤0.01%
+144
1135
$9K ﹤0.01%
347
1136
$9K ﹤0.01%
200
-16
1137
$9K ﹤0.01%
183
-1,452
1138
$9K ﹤0.01%
100
1139
$9K ﹤0.01%
+200
1140
$9K ﹤0.01%
+124
1141
$8K ﹤0.01%
50
1142
$8K ﹤0.01%
+60
1143
$8K ﹤0.01%
+180
1144
$8K ﹤0.01%
117
1145
$8K ﹤0.01%
280
1146
$8K ﹤0.01%
150
1147
$8K ﹤0.01%
500
1148
$8K ﹤0.01%
343
1149
$8K ﹤0.01%
500
1150
$8K ﹤0.01%
68
44 45
46
47 48