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
1251
-26,047
1252
$0 ﹤0.01%
84
1253
-1,548
1254
-51,300
1255
-159,530
1256
0
1257
-29,280
1258
-50,867
1259
-26
1260
-175,000
1261
0
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1263
-2,509
1264
-195,000
1265
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0
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1268
-50,000
1269
-20,920
1270
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1271
-20,000
1272
-120,000
1273
-95,258
1274
-1,270
1275
-19,965