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
401
$68K 0.01%
+20,200
402
$64K 0.01%
+15,700
403
$64K 0.01%
+10,100
404
$60K 0.01%
+1,667
405
$53K 0.01%
+25,000
406
$53K 0.01%
+18,922
407
$40K 0.01%
+1,200
408
$40K 0.01%
+17,141
409
$39K 0.01%
+5,000
410
$30K 0.01%
+17,600
411
$27K ﹤0.01%
+10,000
13 14 15 16
17