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
176
$846K 0.15%
+24,907
177
$844K 0.14%
+49,766
178
$822K 0.14%
+134,500
179
$819K 0.14%
+33,074
180
$798K 0.14%
+105,500
181
$793K 0.14%
+26,401
182
$787K 0.13%
+57,943
183
$781K 0.13%
+16,161
184
$753K 0.13%
+8,692
185
$736K 0.13%
+9,296
186
$731K 0.13%
+86,471
187
$729K 0.13%
+15,191
188
$722K 0.12%
+10,500
189
$718K 0.12%
+33,900
190
$712K 0.12%
+82,930
191
$692K 0.12%
+11,866
192
$685K 0.12%
+17,224
193
$682K 0.12%
+31,000
194
$682K 0.12%
+26,959
195
$681K 0.12%
+329,033
196
$669K 0.11%
+51,088
197
$664K 0.11%
+85,878
198
$662K 0.11%
+26,037
199
$656K 0.11%
+21,897
200
$651K 0.11%
+84,568
6 7
8
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