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
126
$6.12M 0.2%
644,694
+130,463
127
$6.07M 0.2%
120,900
-1,190
128
$6.05M 0.19%
27,654
-141
129
$6.03M 0.19%
76,350
+19,600
130
$6M 0.19%
109,177
-30,206
131
$5.9M 0.19%
+59,760
132
$5.84M 0.19%
39,973
-235
133
$5.83M 0.19%
85,440
+48,260
134
$5.8M 0.19%
98,142
+97,831
135
$5.77M 0.19%
34,881
+401
136
$5.73M 0.18%
79,473
-37,400
137
$5.68M 0.18%
126,610
+6,260
138
$5.66M 0.18%
84,704
+47,850
139
$5.66M 0.18%
31,707
-94
140
$5.64M 0.18%
28,960
+418
141
$5.64M 0.18%
22,556
-230
142
$5.61M 0.18%
106,985
-3,013
143
$5.54M 0.18%
1,258,373
144
$5.36M 0.17%
317,748
+6,910
145
$5.23M 0.17%
227,292
146
$5.17M 0.17%
95,870
+16,742
147
$5.17M 0.17%
48,311
-1,519
148
$5.13M 0.17%
77,653
-16,808
149
$5.13M 0.17%
237,877
150
$5.04M 0.16%
21,514
+771
4 5
6
7 8