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
801
$42K ﹤0.01%
333
802
$42K ﹤0.01%
365
+103
803
$42K ﹤0.01%
2,800
804
$41K ﹤0.01%
2,500
805
$41K ﹤0.01%
882
806
$41K ﹤0.01%
1,026
807
$41K ﹤0.01%
+250
808
$40K ﹤0.01%
741
809
$40K ﹤0.01%
+800
810
$40K ﹤0.01%
399
811
$39K ﹤0.01%
724
-37,000
812
$39K ﹤0.01%
1,650
813
$39K ﹤0.01%
225
-50,299
814
$39K ﹤0.01%
864
815
$39K ﹤0.01%
1,080
+1
816
$39K ﹤0.01%
413
817
$39K ﹤0.01%
+1,000
818
$39K ﹤0.01%
1,750
819
$39K ﹤0.01%
3,500
-53,990
820
$39K ﹤0.01%
1,170
821
$39K ﹤0.01%
300
822
$39K ﹤0.01%
1,689
+210
823
$39K ﹤0.01%
1,139
824
$38K ﹤0.01%
700
825
$38K ﹤0.01%
150
31 32
33
34 35