AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.05M
3
+$5.39M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.26M
5
SPHR icon
Sphere Entertainment
SPHR
+$5.08M

Top Sells

1
+$21.3M
2
+$18.7M
3
+$16.1M
4
MPC icon
Marathon Petroleum
MPC
+$11.1M
5
RAMP icon
LiveRamp
RAMP
+$11M

Sector Composition

1 Technology 11.67%
2 Financials 10.2%
3 Consumer Staples 9.52%
4 Industrials 9.13%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$206K 0.01%
14,479
552
$206K 0.01%
6,318
-5,100
553
$204K 0.01%
2,851
+539
554
$204K 0.01%
30,507
-1,924
555
$204K 0.01%
12,610
+500
556
$204K 0.01%
5,800
-2,100
557
$201K 0.01%
3,820
558
$201K 0.01%
5,200
-700
559
$200K 0.01%
8,567
-556
560
$193K 0.01%
+7,412
561
$189K 0.01%
3,687
562
$189K 0.01%
8,950
+1,275
563
$188K 0.01%
25,590
564
$187K 0.01%
4,585
-504
565
$187K 0.01%
8,000
-31,000
566
$187K 0.01%
+36,350
567
$185K 0.01%
555
-85
568
$184K 0.01%
64,412
-838,588
569
$183K 0.01%
2,267
-282
570
$182K 0.01%
4,000
571
$181K 0.01%
4,805
572
$181K 0.01%
5,860
+356
573
$179K 0.01%
2,875
574
$178K 0.01%
1,540
-367
575
$177K 0.01%
+2,900
21 22
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