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
326
$281K 0.05%
+2,721
327
$281K 0.05%
+19,779
328
$279K 0.05%
+21,700
329
$278K 0.05%
+8,241
330
$278K 0.05%
+7,680
331
$277K 0.05%
+180,000
332
$276K 0.05%
+5,571
333
$275K 0.05%
+25,000
334
$275K 0.05%
+8,452
335
$268K 0.05%
+111,568
336
$257K 0.04%
+8,978
337
$256K 0.04%
+64,000
338
$255K 0.04%
+9,861
339
$254K 0.04%
+3,330
340
$254K 0.04%
+3,000
341
$254K 0.04%
+3,094
342
$253K 0.04%
+5,145
343
$253K 0.04%
+3,000
344
$252K 0.04%
+23,700
345
$251K 0.04%
+4,157
346
$251K 0.04%
+4,973
347
$250K 0.04%
+2,800
348
$250K 0.04%
+11,879
349
$249K 0.04%
+74
350
$248K 0.04%
+12,512
12 13
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