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
1126
$4K ﹤0.01%
1,171
1127
$4K ﹤0.01%
+66
1128
$4K ﹤0.01%
200
1129
$4K ﹤0.01%
473
1130
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350
1131
$4K ﹤0.01%
+1,000
1132
$4K ﹤0.01%
223
1133
$4K ﹤0.01%
+288
1134
$4K ﹤0.01%
+109
1135
$3K ﹤0.01%
277
1136
$3K ﹤0.01%
150
1137
$3K ﹤0.01%
1,224
1138
$3K ﹤0.01%
+80
1139
$3K ﹤0.01%
95
1140
$3K ﹤0.01%
31
1141
$3K ﹤0.01%
123
1142
$3K ﹤0.01%
50
1143
$3K ﹤0.01%
40
-32
1144
$3K ﹤0.01%
+66
1145
$3K ﹤0.01%
425
1146
$3K ﹤0.01%
27
1147
$3K ﹤0.01%
58
1148
$3K ﹤0.01%
286
1149
$3K ﹤0.01%
44
-49,000
1150
$3K ﹤0.01%
200
44 45
46
47 48