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
1376
– –
-350
1377
– –
-515
1378
– –
-64
1379
– –
-59
1380
– –
-388
1381
– –
-42
1382
– –
-7
1383
– –
-57
1384
– –
-1,224
1385
– –
-266
1386
– –
0
1387
– –
-200
1388
– –
-15
1389
– –
-750
1390
– –
-694
1391
– –
-48
1392
$0 ﹤0.01%
3
-94,327
1393
– –
-18
1394
– –
-8
1395
– –
-584
1396
– –
-202
1397
– –
-1,153
1398
$0 ﹤0.01%
+7
1399
$0 ﹤0.01%
+14
1400
– –
-20,000
54 55
56
57 58