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
1276
-375
1277
-20,264
1278
0
1279
-375
1280
-95,258
1281
-1,270
1282
-19,965
1283
-20,500
1284
-15,000
1285
-40,000
1286
-32,880
1287
-1,500
1288
-57,700
1289
-4,900
1290
-1,900
1291
$0 ﹤0.01%
142
1292
-11,200
1293
-2,150
1294
$0 ﹤0.01%
13
1295
0
1296
-3,556
1297
0
1298
-13,000
1299
-7,125
1300
-39,347