AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 6.9%
4 Healthcare 6.12%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$962K 0.16%
+23,997
152
$956K 0.16%
+14,732
153
$953K 0.16%
+15,653
154
$946K 0.16%
+21,036
155
$938K 0.16%
+221,865
156
$933K 0.16%
+25,000
157
$930K 0.16%
+232,488
158
$918K 0.16%
+14,050
159
$914K 0.16%
+32,037
160
$901K 0.15%
+38,125
161
$898K 0.15%
+36,186
162
$895K 0.15%
+276,250
163
$893K 0.15%
+40,419
164
$892K 0.15%
+7,930
165
$891K 0.15%
+115,702
166
$884K 0.15%
+10,550
167
$881K 0.15%
+17,894
168
$878K 0.15%
+66,476
169
$871K 0.15%
+36,317
170
$870K 0.15%
+65,000
171
$869K 0.15%
+10,106
172
$864K 0.15%
+118,625
173
$864K 0.15%
+41,179
174
$860K 0.15%
+50,273
175
$854K 0.15%
+14,600
5 6
7
8 9