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
26
$4.96M 0.85%
+41,678
27
$4.9M 0.84%
+202,390
28
$4.89M 0.84%
+106,537
29
$4.63M 0.79%
+290,000
30
$4.49M 0.77%
+47,922
31
$4.32M 0.74%
+81,803
32
$4.31M 0.74%
+38,475
33
$4.14M 0.71%
+82,186
34
$4.06M 0.7%
+47,259
35
$4.05M 0.69%
+110,089
36
$3.98M 0.68%
+99,256
37
$3.78M 0.65%
+91,513
38
$3.53M 0.6%
+45,803
39
$3.52M 0.6%
+131,794
40
$3.44M 0.59%
+290,000
41
$3.37M 0.58%
+101,600
42
$3.36M 0.58%
+247,277
43
$3.26M 0.56%
+164,016
44
$3.22M 0.55%
+203,539
45
$3.21M 0.55%
+20,017
46
$3.19M 0.55%
+71,392
47
$3.18M 0.54%
+223,202
48
$2.98M 0.51%
+176,160
49
$2.8M 0.48%
+30,990
50
$2.79M 0.48%
+67,481
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