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
926
$19K ﹤0.01%
73
927
$19K ﹤0.01%
+1,000
928
$19K ﹤0.01%
1,388
929
$19K ﹤0.01%
788
930
$19K ﹤0.01%
1,265
-96,277
931
$19K ﹤0.01%
30
932
$19K ﹤0.01%
225
933
$18K ﹤0.01%
820
934
$18K ﹤0.01%
538
935
$18K ﹤0.01%
1,500
+1,000
936
$18K ﹤0.01%
352
937
$18K ﹤0.01%
420
938
$18K ﹤0.01%
657
939
$18K ﹤0.01%
+1,000
940
$18K ﹤0.01%
643
941
$18K ﹤0.01%
840
+280
942
$17K ﹤0.01%
700
943
$17K ﹤0.01%
525
944
$17K ﹤0.01%
610
945
$17K ﹤0.01%
240
946
$17K ﹤0.01%
+1,666
947
$17K ﹤0.01%
974
-1,700
948
$17K ﹤0.01%
1,500
-22,500
949
$17K ﹤0.01%
200
+10
950
$16K ﹤0.01%
+82
36 37
38
39 40