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Ancora Advisors Portfolio holdings
AUM
$4.7B
1-Year Est. Return
19.05%
This Fund
S&P 500
This Quarter
Est. Return
+0.26%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$851M
AUM Growth
+$34.2M
(+4.2%)
Cap. Flow
+$866M
Cap. Flow
% of AUM
101.77%
Top 10 Holdings %
Top 10 Hldgs %
16.08%
Holding
507
New
507
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$24.1M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
+$19.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$18.3M |
| 4 |
Farmers National Banc Corp
FMNB
|
+$14M |
| 5 |
HDV
iShares Core High Dividend ETF
HDV
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.05% |
| 2 | Technology | 9.03% |
| 3 | Industrials | 7.07% |
| 4 | Consumer Discretionary | 6.34% |
| 5 | Healthcare | 6.13% |
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Ancora Advisors's Q2 2015 Portfolio in Review
As of Q2 2015, Ancora Advisors held 507 positions worth $851M, up 4.2% from $817M the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Ancora Advisors deployed $866M of net new capital in Q2 2015, opening 507 new positions. Its largest new stake was Vanguard Real Estate ETF: 301,055 shares worth $22.5M.
By sector, the portfolio is most concentrated in Financials at 12% of assets, up from 11% a quarter earlier, followed by Technology and Industrials.
- Ancora Advisors's largest Q2 2015 buy was Vanguard Real Estate ETF: 301,055 shares worth $22.5M.
- Ancora Advisors's ten largest holdings make up 16% of its $851M portfolio in Q2 2015.
- Ancora Advisors opened 507 new positions and closed 0 in Q2 2015.
- Ancora Advisors's portfolio value rose 4.2% quarter-over-quarter to $851M.
Based on Ancora Advisors's 13F filing for Q2 2015, filed 30 Jul 2015.