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
1401
$0 ﹤0.01%
+13
1402
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-500
1403
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1404
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-86,380
1405
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80
-4
1406
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-966
1407
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-200
1408
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0
1409
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-1,224
1410
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-525
1411
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0
1412
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0
1413
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1414
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-6,320
1415
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0
1416
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-2,200
1417
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-1,700
1418
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1419
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-10
1420
$0 ﹤0.01%
9
1421
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-538
1422
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-85,948
1423
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-292
1424
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-34,097
1425
– –
-277
55 56
57
58 59