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
1301
$0 ﹤0.01%
+19
1302
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1303
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1304
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1307
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1309
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1310
$0 ﹤0.01%
+19
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3
1312
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1314
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1315
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1317
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0
1319
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1320
$0 ﹤0.01%
79
1321
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-897
1322
$0 ﹤0.01%
1
-798
1323
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1324
– –
-6,680
1325
– –
-1,566
51 52
53
54 55