AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 9.86%
2 Technology 8.33%
3 Consumer Discretionary 6.87%
4 Industrials 6.33%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$173K 0.03%
+12,400
377
$169K 0.03%
+24,629
378
$169K 0.03%
+16,600
379
$168K 0.03%
+15,000
380
$157K 0.03%
+17,000
381
$150K 0.03%
+17,880
382
$148K 0.03%
+40,000
383
$135K 0.02%
+10,513
384
$132K 0.02%
+82,267
385
$122K 0.02%
+67,871
386
$120K 0.02%
+14,024
387
$120K 0.02%
+10,000
388
$117K 0.02%
+500
389
$112K 0.02%
+21,000
390
$111K 0.02%
+20,475
391
$111K 0.02%
+53,600
392
$111K 0.02%
+42,962
393
$110K 0.02%
+13,270
394
$102K 0.02%
+40,000
395
$97K 0.02%
+23,853
396
– –
0
397
– –
0
398
$88K 0.02%
+21,000
399
$74K 0.01%
+1,090
400
$68K 0.01%
+20,200
13 14 15
16
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