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
151
$4.96M 0.16%
50,938
-3,550
152
$4.96M 0.16%
293,600
-7,995
153
$4.82M 0.16%
23,127
-823
154
$4.78M 0.15%
108,090
+31,320
155
$4.69M 0.15%
808,813
+99,058
156
$4.68M 0.15%
264,849
-4,000
157
$4.67M 0.15%
154,524
-900
158
$4.65M 0.15%
87,682
+6,393
159
$4.53M 0.15%
18,793
+620
160
$4.49M 0.14%
229,031
-8,832
161
$4.39M 0.14%
887,550
+71,000
162
$4.23M 0.14%
17,259
+756
163
$4.2M 0.14%
1,885
-105
164
$4.15M 0.13%
206,590
+140,710
165
$4.1M 0.13%
53,790
-320
166
$4.08M 0.13%
92,178
-40,546
167
$3.97M 0.13%
1,899,581
+297
168
$3.97M 0.13%
51,413
-331
169
$3.87M 0.12%
59,860
-1,210
170
$3.8M 0.12%
+22,619
171
$3.78M 0.12%
23,547
-2,244
172
$3.68M 0.12%
128,918
-134
173
$3.67M 0.12%
101,973
-25
174
$3.66M 0.12%
46,944
+309
175
$3.61M 0.12%
46,298
5 6
7
8 9