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
1201
$5K ﹤0.01%
94
1202
$5K ﹤0.01%
+109
1203
$5K ﹤0.01%
108
1204
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60
1205
$5K ﹤0.01%
666
1206
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1207
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100
1208
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1209
$5K ﹤0.01%
203
+103
1210
$5K ﹤0.01%
92
1211
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92
1212
$5K ﹤0.01%
200
-298
1213
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200
1214
$5K ﹤0.01%
1,171
1215
$5K ﹤0.01%
+11
1216
$5K ﹤0.01%
109
1217
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1218
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286
1219
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1220
$5K ﹤0.01%
332
+14
1221
$5K ﹤0.01%
800
-200
1222
$5K ﹤0.01%
500
1223
$5K ﹤0.01%
1,000
1224
$5K ﹤0.01%
6,525
-396
1225
$5K ﹤0.01%
25
47 48
49
50 51