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
1
$116M 3.73%
1,507,548
+1,001,378
2
$92.2M 2.97%
268,397
+49,899
3
$90.7M 2.92%
683,425
-15,950
4
$70.2M 2.26%
1,726,223
+1,227,223
5
$56.1M 1.81%
252,152
-5,493
6
$53.7M 1.73%
402,468
+80
7
$46.5M 1.5%
916,516
+2,129
8
$40.5M 1.3%
257,316
+2,635
9
$39.4M 1.27%
217,547
+1,595
10
$38.6M 1.24%
447,669
+3,927
11
$37.2M 1.2%
292,928
+5,261
12
$36.6M 1.18%
171,956
-822
13
$32.9M 1.06%
2,168,100
-11,472
14
$31.2M 1.01%
189,755
+352
15
$29.6M 0.95%
128,591
-3,445
16
$28.7M 0.92%
81,828
-463
17
$28.1M 0.91%
1,002,992
+36,870
18
$27.8M 0.9%
634,530
-690
19
$27.8M 0.89%
104,536
+2,260
20
$27.6M 0.89%
909,300
+6,083
21
$26.2M 0.84%
188,405
-730
22
$26M 0.84%
2,434,906
-280,784
23
$24.8M 0.8%
131,417
+2,054
24
$24.8M 0.8%
231,203
+37,163
25
$24.4M 0.79%
357,929
+10,408
1
2 3 4 5