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
1151
$3K ﹤0.01%
299
1152
$3K ﹤0.01%
1,000
1153
$3K ﹤0.01%
300
-109,142
1154
$3K ﹤0.01%
25
1155
$3K ﹤0.01%
31,780
1156
$3K ﹤0.01%
+600
1157
$2K ﹤0.01%
64
1158
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50
1159
$2K ﹤0.01%
100
1160
$2K ﹤0.01%
+333
1161
$2K ﹤0.01%
16
1162
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202
1163
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27
1164
$2K ﹤0.01%
135
1165
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25
1166
$2K ﹤0.01%
200
1167
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182
1168
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47
1169
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525
1170
$2K ﹤0.01%
100
1171
$2K ﹤0.01%
45
1172
$2K ﹤0.01%
100
1173
$2K ﹤0.01%
135
-33,000
1174
$2K ﹤0.01%
333
1175
$2K ﹤0.01%
209
45 46
47
48 49