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
1351
$0 ﹤0.01%
250
1352
– –
-600
1353
– –
-1,863
1354
$0 ﹤0.01%
+11
1355
$0 ﹤0.01%
142
1356
$0 ﹤0.01%
1,000
1357
– –
-12,620
1358
– –
-2,770
1359
– –
-18
1360
– –
-86,380
1361
$0 ﹤0.01%
80
-4
1362
– –
-966
1363
– –
-200
1364
– –
0
1365
– –
-1,224
1366
– –
-525
1367
– –
0
1368
– –
0
1369
– –
-2,200
1370
– –
-1,700
1371
– –
-357
1372
– –
-1,224
1373
– –
-266
1374
$0 ﹤0.01%
15
1375
$0 ﹤0.01%
3
53 54
55
56 57