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
826
$37K ﹤0.01%
1,534
827
$37K ﹤0.01%
1,000
828
$37K ﹤0.01%
455
-3,583
829
$37K ﹤0.01%
633
+94
830
$36K ﹤0.01%
1,324
-793
831
$36K ﹤0.01%
175
832
$36K ﹤0.01%
900
833
$35K ﹤0.01%
557
834
$35K ﹤0.01%
+1,136
835
$35K ﹤0.01%
550
836
$35K ﹤0.01%
5,000
837
$34K ﹤0.01%
275
838
$34K ﹤0.01%
2,500
839
$34K ﹤0.01%
2,166
840
$34K ﹤0.01%
290
841
$34K ﹤0.01%
37
842
$34K ﹤0.01%
566
843
$34K ﹤0.01%
731
-45,206
844
$34K ﹤0.01%
691
+3
845
$34K ﹤0.01%
+17
846
$33K ﹤0.01%
1,718
847
$33K ﹤0.01%
4,538
848
$33K ﹤0.01%
533
-266
849
$33K ﹤0.01%
1,850
+1,120
850
$33K ﹤0.01%
858
+5
32 33
34
35 36