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
1176
$7K ﹤0.01%
600
1177
$7K ﹤0.01%
502
1178
$6K ﹤0.01%
+40
1179
$6K ﹤0.01%
+1,000
1180
$6K ﹤0.01%
+159
1181
$6K ﹤0.01%
+23
1182
$6K ﹤0.01%
+12
1183
$6K ﹤0.01%
+7
1184
$6K ﹤0.01%
200
-1,293
1185
$6K ﹤0.01%
319
1186
$6K ﹤0.01%
175
1187
$6K ﹤0.01%
150
1188
$6K ﹤0.01%
150
1189
$6K ﹤0.01%
100
1190
$6K ﹤0.01%
958
1191
$6K ﹤0.01%
40
1192
$6K ﹤0.01%
486
-690
1193
$6K ﹤0.01%
300
1194
$6K ﹤0.01%
642
1195
$6K ﹤0.01%
130
1196
$6K ﹤0.01%
223
1197
$6K ﹤0.01%
50
1198
$6K ﹤0.01%
+109
1199
$5K ﹤0.01%
634
1200
$5K ﹤0.01%
25
-6