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
1326
$1K ﹤0.01%
7
-11
1327
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25
1328
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32
1329
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135
1330
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+2
1331
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+19
1332
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+4
1333
$1K ﹤0.01%
+24
1334
$1K ﹤0.01%
+16
1335
$1K ﹤0.01%
+3
1336
$1K ﹤0.01%
+7
1337
$1K ﹤0.01%
90
+40
1338
$1K ﹤0.01%
6
1339
$1K ﹤0.01%
121
1340
$1K ﹤0.01%
10
1341
$1K ﹤0.01%
333
1342
$1K ﹤0.01%
25
1343
$1K ﹤0.01%
87
-212
1344
$1K ﹤0.01%
188
1345
$1K ﹤0.01%
+19
1346
$1K ﹤0.01%
+5
1347
$1K ﹤0.01%
+200
1348
$1K ﹤0.01%
45,000
1349
– –
-48,156
1350
– –
-32,211
52 53
54
55 56