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
126
$1.15M 0.2%
+13,000
127
$1.15M 0.2%
+24,038
128
$1.13M 0.19%
+103,370
129
$1.13M 0.19%
+34,181
130
$1.13M 0.19%
+170,900
131
$1.12M 0.19%
+75,316
132
$1.12M 0.19%
+13,126
133
$1.12M 0.19%
+17,246
134
$1.11M 0.19%
+56,534
135
$1.1M 0.19%
+52,950
136
$1.1M 0.19%
+36,871
137
$1.09M 0.19%
+31,432
138
$1.09M 0.19%
+91,510
139
$1.09M 0.19%
+48,409
140
$1.09M 0.19%
+35,000
141
$1.08M 0.18%
+66,349
142
$1.07M 0.18%
+74,609
143
$1.07M 0.18%
+16,200
144
$1.06M 0.18%
+61,059
145
$1.04M 0.18%
+27,496
146
$1.04M 0.18%
+15,767
147
$1.04M 0.18%
+33,675
148
$1.01M 0.17%
+30,900
149
$1.01M 0.17%
+43,085
150
$1.01M 0.17%
+80,000
4 5
6
7 8