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
201
$648K 0.11%
+26,754
202
$647K 0.11%
+8,000
203
$643K 0.11%
+40,875
204
$638K 0.11%
+5,227
205
$637K 0.11%
+106,400
206
$627K 0.11%
+6,360
207
$626K 0.11%
+31,049
208
$626K 0.11%
+22,730
209
$626K 0.11%
+20,124
210
$622K 0.11%
+71,545
211
$619K 0.11%
+41,424
212
$619K 0.11%
+124,995
213
$616K 0.11%
+96,860
214
$609K 0.1%
+7,361
215
$603K 0.1%
+52,715
216
$600K 0.1%
+36,423
217
$598K 0.1%
+9,600
218
$596K 0.1%
+8,315
219
$592K 0.1%
+27,021
220
$590K 0.1%
+32,495
221
$588K 0.1%
+77,607
222
$585K 0.1%
+35,000
223
$582K 0.1%
+9,519
224
$579K 0.1%
+19,196
225
$578K 0.1%
+55,760
7 8
9
10 11