AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$69.5M
2 +$35.7M
3 +$16.3M
4
MTSC
MTS Systems Corp
MTSC
+$14.6M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$9.89M

Top Sells

1 +$75.1M
2 +$19M
3 +$10M
4
SPXC icon
SPX Corp
SPXC
+$5.97M
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%
100
1202
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1203
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203
+103
1204
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1205
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1206
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1207
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1208
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1209
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+11
1210
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1211
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1212
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1213
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1214
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800
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1217
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6,525
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25
1220
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+109
1221
$5K ﹤0.01%
108
1222
$5K ﹤0.01%
60
1223
$4K ﹤0.01%
+22
1224
$4K ﹤0.01%
+43
1225
$4K ﹤0.01%
333