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
51
$2.77M 0.47%
+30,270
52
$2.77M 0.47%
+82,000
53
$2.74M 0.47%
+112,703
54
$2.73M 0.47%
+130,757
55
$2.67M 0.46%
+14,597
56
$2.5M 0.43%
+48,903
57
$2.5M 0.43%
+171,483
58
$2.5M 0.43%
+62,600
59
$2.45M 0.42%
+40,518
60
$2.38M 0.41%
+26,697
61
$2.35M 0.4%
+31,098
62
$2.31M 0.4%
+20,765
63
$2.31M 0.4%
+41,265
64
$2.23M 0.38%
+117,803
65
$2.23M 0.38%
+95,200
66
$2.2M 0.38%
+155,596
67
$2.17M 0.37%
+37,337
68
$2.15M 0.37%
+70,625
69
$2.13M 0.37%
+122,283
70
$2.1M 0.36%
+45,722
71
$2.1M 0.36%
+75,712
72
$2.1M 0.36%
+104,509
73
$2.06M 0.35%
+396,263
74
$2.01M 0.35%
+24,611
75
$1.97M 0.34%
+39,403
1 2
3
4 5