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
1426
– –
-85,948
1427
– –
-292
1428
– –
-34,097
1429
– –
-277
1430
– –
0
1431
$0 ﹤0.01%
+1
1432
– –
-16,160
1433
– –
0
1434
$0 ﹤0.01%
+10
1435
– –
-766
1436
– –
-3,867
1437
– –
-7,873
1438
– –
-9
1439
– –
0
1440
– –
-18
1441
$0 ﹤0.01%
+1
1442
$0 ﹤0.01%
+1
1443
– –
0
1444
$0 ﹤0.01%
+1
1445
$0 ﹤0.01%
+5
1446
– –
-28,300
1447
– –
-10
1448
$0 ﹤0.01%
12
1449
– –
0
1450
– –
-185
56 57
58
59 60