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
1101
$5K ﹤0.01%
958
1102
$5K ﹤0.01%
500
1103
$5K ﹤0.01%
50
1104
$5K ﹤0.01%
502
1105
$5K ﹤0.01%
200
1106
$5K ﹤0.01%
148
1107
$5K ﹤0.01%
109
1108
$5K ﹤0.01%
200
1109
$5K ﹤0.01%
318
+200
1110
$5K ﹤0.01%
8
1111
$5K ﹤0.01%
+100
1112
$5K ﹤0.01%
300
1113
$5K ﹤0.01%
25
-25
1114
$4K ﹤0.01%
+600
1115
$4K ﹤0.01%
634
1116
$4K ﹤0.01%
30
1117
$4K ﹤0.01%
188
1118
$4K ﹤0.01%
+108
1119
$4K ﹤0.01%
+132
1120
$4K ﹤0.01%
100
1121
$4K ﹤0.01%
144
-245
1122
$4K ﹤0.01%
67
1123
$4K ﹤0.01%
300
1124
$4K ﹤0.01%
36
1125
$4K ﹤0.01%
200
43 44
45
46 47