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
976
$14K ﹤0.01%
100
977
$14K ﹤0.01%
364
978
$14K ﹤0.01%
2,500
979
$14K ﹤0.01%
2,544,675
980
$13K ﹤0.01%
+123
981
$13K ﹤0.01%
285
982
$13K ﹤0.01%
111
983
$13K ﹤0.01%
360
984
$13K ﹤0.01%
621
985
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1,250
986
$13K ﹤0.01%
210
987
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185
988
$13K ﹤0.01%
590
989
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115
990
$13K ﹤0.01%
100
991
$13K ﹤0.01%
+358
992
$13K ﹤0.01%
198
993
$13K ﹤0.01%
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-20,000
994
$12K ﹤0.01%
320
995
$12K ﹤0.01%
500
996
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997
$12K ﹤0.01%
100
998
$12K ﹤0.01%
+223
999
$12K ﹤0.01%
1,500
1000
$12K ﹤0.01%
765
38 39
40
41 42