AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.37B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.05M
3
+$5.39M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.26M
5
SPHR icon
Sphere Entertainment
SPHR
+$5.08M

Top Sells

1
+$21.3M
2
+$18.7M
3
+$16.1M
4
MPC icon
Marathon Petroleum
MPC
+$11.1M
5
RAMP icon
LiveRamp
RAMP
+$11M

Sector Composition

1 Technology 11.67%
2 Financials 10.2%
3 Consumer Staples 9.52%
4 Industrials 9.13%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 4.63%
2,611,775
+147,432
2
$68.8M 2.9%
754,900
-400
3
$60.8M 2.56%
214,363
+17,577
4
$51M 2.15%
250,618
+3,161
5
$45.8M 1.93%
903,232
+75,528
6
$44M 1.86%
402,384
+50,821
7
$34.7M 1.46%
246,804
+2,962
8
$32.1M 1.35%
462,542
+39,312
9
$30.8M 1.3%
130,400
+3,154
10
$28.9M 1.22%
2,339,208
-34,710
11
$28.7M 1.21%
2,629,041
+174,218
12
$26.7M 1.13%
948,650
+9,608
13
$25.5M 1.07%
270,832
+13,951
14
$25.3M 1.07%
100,796
+20,130
15
$24.4M 1.03%
168,797
+9,419
16
$24.2M 1.02%
216,870
-11,033
17
$23.9M 1.01%
81,136
+1,476
18
$22.5M 0.95%
189,912
+81
19
$22.4M 0.95%
187,693
+1,499
20
$21.7M 0.92%
913,980
+99,734
21
$20.8M 0.88%
232,618
+17,719
22
$20.7M 0.87%
122,172
+3,471
23
$20.3M 0.86%
312,601
+18,928
24
$20.2M 0.85%
432,344
+9,096
25
$20M 0.84%
632,410
+14,120
1
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