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
1201
$5K ﹤0.01%
60
1202
$5K ﹤0.01%
666
1203
$5K ﹤0.01%
132
1204
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100
1205
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203
+103
1206
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1207
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1208
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200
-298
1209
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200
1210
$5K ﹤0.01%
1,171
1211
$5K ﹤0.01%
+11
1212
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109
1213
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200
1214
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286
1215
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350
1216
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332
+14
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800
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1218
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1219
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1,000
1220
$5K ﹤0.01%
6,525
-396
1221
$5K ﹤0.01%
123
1222
$5K ﹤0.01%
25
1223
$4K ﹤0.01%
+86
1224
$4K ﹤0.01%
194
1225
$4K ﹤0.01%
+43
47 48
49
50 51