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
101
$7.66M 0.25%
409,500
102
$7.52M 0.24%
81,237
103
$7.44M 0.24%
80,985
+9,004
104
$7.43M 0.24%
149,194
+15,848
105
$7.33M 0.24%
575,219
+19,271
106
$7.2M 0.23%
3,747,135
-632,595
107
$7.18M 0.23%
+215,124
108
$7.13M 0.23%
175,771
-55,669
109
$7.08M 0.23%
549,655
+95,155
110
$7M 0.23%
457,799
+119,940
111
$7M 0.23%
103,162
+464
112
$6.96M 0.22%
177,000
-900
113
$6.82M 0.22%
346,339
+192,338
114
$6.75M 0.22%
94,460
+4,600
115
$6.7M 0.22%
263,629
-40,500
116
$6.64M 0.21%
102,382
-1,613
117
$6.61M 0.21%
244,509
118
$6.43M 0.21%
58,692
-1,772
119
$6.4M 0.21%
110,210
-15,980
120
$6.37M 0.21%
98,090
-300
121
$6.36M 0.2%
292,699
+4
122
$6.26M 0.2%
16,622
-51
123
$6.19M 0.2%
70,106
-590
124
$6.16M 0.2%
145,280
+2,522
125
$6.14M 0.2%
166,681
+15,935
3 4
5
6 7