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
301
$321K 0.06%
+29,947
302
$319K 0.05%
+8,286
303
$313K 0.05%
+3,751
304
$305K 0.05%
+61,200
305
$303K 0.05%
+2,709
306
$303K 0.05%
+23,500
307
$301K 0.05%
+27,223
308
$301K 0.05%
+19,680
309
$298K 0.05%
+5,145
310
$297K 0.05%
+4,687
311
$297K 0.05%
+7,555
312
$293K 0.05%
+17,950
313
$291K 0.05%
+4,546
314
$290K 0.05%
+171,849
315
$288K 0.05%
+16,431
316
$288K 0.05%
+5,305
317
$288K 0.05%
+21,500
318
$287K 0.05%
+22,500
319
$286K 0.05%
+17,600
320
$285K 0.05%
+22,146
321
$285K 0.05%
+13,044
322
$284K 0.05%
+6,950
323
$284K 0.05%
+4,702
324
$282K 0.05%
+22,870
325
$281K 0.05%
+2,541
11 12
13
14 15