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
176
$3.54M 0.11%
18,045
+11,171
177
$3.52M 0.11%
111,664
+12,259
178
$3.41M 0.11%
40,448
-340
179
$3.36M 0.11%
308,450
+271,600
180
$3.3M 0.11%
22,197
+508
181
$3.29M 0.11%
41,459
182
$3.21M 0.1%
+162,781
183
$3.15M 0.1%
58,069
+20,120
184
$3.15M 0.1%
22,718
+3,298
185
$3.15M 0.1%
83,077
+76,534
186
$3.14M 0.1%
19,786
-6,081
187
$3.13M 0.1%
11,487
-653
188
$3.13M 0.1%
129,788
-2,155
189
$3.11M 0.1%
17,903
+507
190
$3.1M 0.1%
44,369
+2,633
191
$3.1M 0.1%
29,619
+7,392
192
$3.06M 0.1%
4,952
-147
193
$3.01M 0.1%
406,807
+84,374
194
$3M 0.1%
58,927
+130
195
$2.99M 0.1%
218,790
196
$2.98M 0.1%
97,740
-700
197
$2.95M 0.1%
40,196
-7,595
198
$2.93M 0.09%
42,950
+2,899
199
$2.93M 0.09%
86,783
-68,000
200
$2.92M 0.09%
82,228
-82,992
6 7
8
9 10