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
$583M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.7M
3
+$13.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.8M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.57%
2 Technology 8.61%
3 Consumer Discretionary 6.87%
4 Healthcare 6.12%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$567K 0.1%
+141,679
227
$565K 0.1%
+26,925
228
$564K 0.1%
+208,900
229
$552K 0.09%
+4,668
230
$551K 0.09%
+22,052
231
$541K 0.09%
+25,800
232
$534K 0.09%
+6,374
233
$534K 0.09%
+174,974
234
$533K 0.09%
+29,106
235
$531K 0.09%
+37,200
236
$530K 0.09%
+48,839
237
$526K 0.09%
+36,000
238
$522K 0.09%
+7,056
239
$521K 0.09%
+12,526
240
$520K 0.09%
+75,470
241
$515K 0.09%
+14,059
242
$513K 0.09%
+39,700
243
$512K 0.09%
+79,796
244
$512K 0.09%
+43,036
245
$511K 0.09%
+8,914
246
$508K 0.09%
+10,584
247
$507K 0.09%
+72,500
248
$503K 0.09%
+9,780
249
$501K 0.09%
+30,000
250
$499K 0.09%
+16,694
8 9
10
11 12