AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
1-Year Return
21.61%
This Quarter Return
+2.44%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$583M
AUM Growth
–
Cap. Flow
+$583M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
20.99%
Holding
413
New
411
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TFS Financial
TFSL
|
$19M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$14.7M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$13.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$12.8M |
| 5 |
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% |
