AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 6.9%
4 Healthcare 6.12%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$497K 0.09%
+277,742
252
$484K 0.08%
+11,250
253
$482K 0.08%
+30,000
254
$478K 0.08%
+17,580
255
$476K 0.08%
+21,859
256
$475K 0.08%
+83,000
257
$474K 0.08%
+9,768
258
$465K 0.08%
+12,353
259
$451K 0.08%
+5,467
260
$450K 0.08%
+30,196
261
$449K 0.08%
+3,983
262
$448K 0.08%
+95,000
263
$446K 0.08%
+60,000
264
$441K 0.08%
+13,000
265
$439K 0.08%
+23,387
266
$436K 0.07%
+12,660
267
$415K 0.07%
+5,706
268
$413K 0.07%
+12,014
269
$406K 0.07%
+48,719
270
$404K 0.07%
+37,900
271
$403K 0.07%
+9,221
272
$402K 0.07%
+54,600
273
$398K 0.07%
+6,160
274
$397K 0.07%
+110,010
275
$394K 0.07%
+38,360
9 10
11
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