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
851
$33K ﹤0.01%
100
852
$33K ﹤0.01%
1,000
-500
853
$33K ﹤0.01%
382
-100
854
$33K ﹤0.01%
1,091
855
$33K ﹤0.01%
625
856
$32K ﹤0.01%
880
857
$32K ﹤0.01%
2,000
858
$31K ﹤0.01%
561
859
$31K ﹤0.01%
1,926
860
$31K ﹤0.01%
350
-17
861
$31K ﹤0.01%
450
862
$31K ﹤0.01%
1,112
863
$31K ﹤0.01%
450
864
$31K ﹤0.01%
2,220
865
$30K ﹤0.01%
870
+750
866
$30K ﹤0.01%
920
867
$30K ﹤0.01%
1,000
868
$29K ﹤0.01%
2,397
+6
869
$29K ﹤0.01%
430
870
$29K ﹤0.01%
700
871
$29K ﹤0.01%
848
+240
872
$28K ﹤0.01%
325
-253
873
$28K ﹤0.01%
249
+41
874
$28K ﹤0.01%
500
875
$27K ﹤0.01%
600
33 34
35
36 37