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
951
$16K ﹤0.01%
+7,500
952
$16K ﹤0.01%
167
953
$16K ﹤0.01%
147
954
$16K ﹤0.01%
289
-1
955
$16K ﹤0.01%
1,698
956
$16K ﹤0.01%
+500
957
$15K ﹤0.01%
600
958
$15K ﹤0.01%
186
959
$15K ﹤0.01%
3,000
960
$15K ﹤0.01%
280
-5,040
961
$15K ﹤0.01%
1,275
-48,173
962
$15K ﹤0.01%
+1,755
963
$14K ﹤0.01%
500
964
$14K ﹤0.01%
400
965
$14K ﹤0.01%
1,034
966
$14K ﹤0.01%
925
967
$14K ﹤0.01%
231
+175
968
$14K ﹤0.01%
500
969
$14K ﹤0.01%
168
970
$14K ﹤0.01%
275
971
$14K ﹤0.01%
288
972
$14K ﹤0.01%
100
973
$14K ﹤0.01%
200
974
$14K ﹤0.01%
127
975
$14K ﹤0.01%
+100
37 38
39
40 41