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
$583M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$15.9M
3
+$14.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.9M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.86%
2 Technology 8.33%
3 Consumer Discretionary 6.87%
4 Industrials 6.33%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.92M 0.33%
+61,668
77
$1.9M 0.33%
+54,481
78
$1.88M 0.32%
+326,020
79
$1.87M 0.32%
+396,814
80
$1.83M 0.31%
+41,380
81
$1.79M 0.31%
+282,622
82
$1.78M 0.3%
+33,490
83
$1.77M 0.3%
+51,861
84
$1.72M 0.29%
+36,821
85
$1.7M 0.29%
+95,000
86
$1.7M 0.29%
+165,872
87
$1.68M 0.29%
+16,937
88
$1.68M 0.29%
+30,242
89
$1.64M 0.28%
+103,063
90
$1.64M 0.28%
+25,973
91
$1.64M 0.28%
+20,942
92
$1.59M 0.27%
+58,097
93
$1.59M 0.27%
+51,300
94
$1.59M 0.27%
+9,885
95
$1.58M 0.27%
+35,014
96
$1.55M 0.27%
+24,568
97
$1.53M 0.26%
+40,080
98
$1.52M 0.26%
+65,520
99
$1.52M 0.26%
+1,606
100
$1.48M 0.25%
+79,173
2 3
4
5 6