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
351
$244K 0.04%
+5,009
352
$243K 0.04%
+7,450
353
$232K 0.04%
+39,700
354
$229K 0.04%
+4,000
355
$229K 0.04%
+11,419
356
$226K 0.04%
+13,533
357
$224K 0.04%
+21,048
358
$223K 0.04%
+22,486
359
$221K 0.04%
+4,204
360
$221K 0.04%
+27,504
361
$220K 0.04%
+29,374
362
$217K 0.04%
+2,669
363
$212K 0.04%
+30,525
364
$207K 0.04%
+8,250
365
$207K 0.04%
+5,134
366
$206K 0.04%
+4,480
367
$206K 0.04%
+123,121
368
$206K 0.04%
+35,800
369
$205K 0.04%
+1,806
370
$204K 0.04%
+13,200
371
$198K 0.03%
+80,000
372
$193K 0.03%
+27,000
373
$191K 0.03%
+18,940
374
$182K 0.03%
+72,943
375
$173K 0.03%
+10,000
13 14
15
16 17