AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1201
$1K ﹤0.01%
28
1202
$1K ﹤0.01%
41
1203
$1K ﹤0.01%
100
1204
$1K ﹤0.01%
+25
1205
$1K ﹤0.01%
29
-1,081
1206
$1K ﹤0.01%
36
1207
$1K ﹤0.01%
25
1208
$1K ﹤0.01%
23
-2,233
1209
$1K ﹤0.01%
1,900
1210
$1K ﹤0.01%
45,000
1211
$1K ﹤0.01%
645
1212
$1K ﹤0.01%
1,047
1213
$1K ﹤0.01%
121
-2,300
1214
$1K ﹤0.01%
10
1215
$1K ﹤0.01%
100
1216
$1K ﹤0.01%
447
1217
– –
-1,040
1218
– –
-5,009
1219
$0 ﹤0.01%
9
1220
– –
0
1221
– –
-76,554
1222
– –
-405
1223
– –
-1,000
1224
– –
-1,891
1225
– –
0
47 48
49
50 51