AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$14.7M
3
+$13.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.8M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.57%
2 Technology 8.61%
3 Consumer Discretionary 6.87%
4 Healthcare 6.12%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.24%
+179,500
102
$1.42M 0.24%
+52,435
103
$1.42M 0.24%
+76,350
104
$1.41M 0.24%
+65,554
105
$1.38M 0.24%
+50,698
106
$1.3M 0.22%
+53,350
107
$1.3M 0.22%
+101,100
108
$1.29M 0.22%
+107,580
109
$1.28M 0.22%
+20,352
110
$1.27M 0.22%
+28,719
111
$1.26M 0.22%
+129,576
112
$1.26M 0.22%
+22,605
113
$1.26M 0.22%
+133,500
114
$1.25M 0.21%
+395,149
115
$1.25M 0.21%
+44,412
116
$1.22M 0.21%
+19,169
117
$1.22M 0.21%
+103,000
118
$1.22M 0.21%
+15,403
119
$1.19M 0.2%
+41,589
120
$1.18M 0.2%
+41,926
121
$1.17M 0.2%
+21,376
122
$1.17M 0.2%
+56,996
123
$1.17M 0.2%
+29,647
124
$1.16M 0.2%
+17,550
125
$1.15M 0.2%
+12,051
3 4
5
6 7