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
1
$19M 3.26%
+1,696,009
2
$14.7M 2.52%
+379,450
3
$13.4M 2.3%
+304,023
4
$12.8M 2.2%
+87,323
5
$12M 2.06%
+219,417
6
$11.7M 2.01%
+130,517
7
$11.5M 1.97%
+167,288
8
$10.2M 1.76%
+154,325
9
$8.59M 1.47%
+898,394
10
$8.44M 1.45%
+586,175
11
$8.29M 1.42%
+357,453
12
$7.75M 1.33%
+184,108
13
$7.05M 1.21%
+266,965
14
$7.04M 1.21%
+106,393
15
$6.78M 1.16%
+60,253
16
$6.51M 1.12%
+281,625
17
$6.2M 1.06%
+88,793
18
$6.14M 1.05%
+70,948
19
$6.12M 1.05%
+561,827
20
$5.96M 1.02%
+748,362
21
$5.91M 1.01%
+73,847
22
$5.54M 0.95%
+208,608
23
$5.36M 0.92%
+155,274
24
$5.32M 0.91%
+90,934
25
$5.04M 0.86%
+203,688
1
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