AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
751
$57K ﹤0.01%
852
752
$57K ﹤0.01%
1,300
753
$56K ﹤0.01%
779
+3
754
$56K ﹤0.01%
1,254
+112
755
$56K ﹤0.01%
1,024
756
$56K ﹤0.01%
2,895
757
$54K ﹤0.01%
450
758
$54K ﹤0.01%
2,000
759
$54K ﹤0.01%
600
760
$54K ﹤0.01%
1,300
-500
761
$53K ﹤0.01%
921
762
$53K ﹤0.01%
1,518
763
$53K ﹤0.01%
11,500
-80,019
764
$51K ﹤0.01%
652
+9
765
$51K ﹤0.01%
5,500
766
$51K ﹤0.01%
2,498
767
$51K ﹤0.01%
1,025
768
$50K ﹤0.01%
970
-1,384
769
$50K ﹤0.01%
3,540
770
$50K ﹤0.01%
347
771
$50K ﹤0.01%
1,924
772
$49K ﹤0.01%
600
773
$49K ﹤0.01%
1,700
774
$48K ﹤0.01%
2,750
775
$48K ﹤0.01%
500
29 30
31
32 33