AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 12.05%
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
1351
-10
1352
-1,000
1353
-48,156
1354
-32,211
1355
0
1356
$0 ﹤0.01%
1,000,000
1357
$0 ﹤0.01%
500
1358
$0 ﹤0.01%
64,300
1359
$0 ﹤0.01%
1
1360
-5,000
1361
$0 ﹤0.01%
35,100
1362
$0 ﹤0.01%
5,450
1363
$0 ﹤0.01%
1,248,000
1364
$0 ﹤0.01%
640
1365
$0 ﹤0.01%
50,000
1366
$0 ﹤0.01%
250
1367
-600
1368
-1,863
1369
$0 ﹤0.01%
+11
1370
$0 ﹤0.01%
142
1371
$0 ﹤0.01%
1,000
1372
-12,620
1373
-2,770
1374
-29,895
1375
$0 ﹤0.01%
15