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
276
$392K 0.07%
+8,522
277
$391K 0.07%
+62,447
278
$390K 0.07%
+30,500
279
$381K 0.07%
+13,782
280
$377K 0.06%
+22,200
281
$373K 0.06%
+11,000
282
$370K 0.06%
+40,607
283
$369K 0.06%
+8,000
284
$365K 0.06%
+4,250
285
$357K 0.06%
+15,900
286
$352K 0.06%
+3,875
287
$351K 0.06%
+7,533
288
$342K 0.06%
+14,340
289
$340K 0.06%
+10,460
290
$336K 0.06%
+5,400
291
$336K 0.06%
+4,013
292
$336K 0.06%
+11,458
293
$333K 0.06%
+5,832
294
$333K 0.06%
+8,500
295
$332K 0.06%
+17,300
296
$330K 0.06%
+16,480
297
$329K 0.06%
+62,500
298
$328K 0.06%
+41,525
299
$326K 0.06%
+69,645
300
$323K 0.06%
+1,475
10 11
12
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