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
201
$2.87M 0.09%
947
+2
202
$2.87M 0.09%
56,155
+15,819
203
$2.87M 0.09%
10,487
-265
204
$2.86M 0.09%
18,792
-365
205
$2.85M 0.09%
34,214
-1,284
206
$2.84M 0.09%
15,430
-40
207
$2.84M 0.09%
79,562
-1,426
208
$2.83M 0.09%
+423,890
209
$2.77M 0.09%
174,610
+105,930
210
$2.75M 0.09%
65,230
-4,953
211
$2.74M 0.09%
28,434
-1,073
212
$2.73M 0.09%
42,310
+785
213
$2.71M 0.09%
17,878
+6,475
214
$2.7M 0.09%
32,989
-1,622
215
$2.68M 0.09%
5,361
+346
216
$2.63M 0.08%
174,017
-70,349
217
$2.61M 0.08%
525,603
+130,898
218
$2.57M 0.08%
380,500
219
$2.56M 0.08%
176,045
-723
220
$2.56M 0.08%
54,853
+7,612
221
$2.55M 0.08%
33,721
-2,128
222
$2.54M 0.08%
36,766
-1,750
223
$2.52M 0.08%
10,611
-275
224
$2.51M 0.08%
28,019
+10,210
225
$2.46M 0.08%
45,196
-119,034
7 8
9
10 11