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
$2.37B
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.68M
3
+$6.19M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$5.56M
5
NWBI icon
Northwest Bancshares
NWBI
+$5.35M

Top Sells

1
+$21.3M
2
+$19.6M
3
+$16.1M
4
MPC icon
Marathon Petroleum
MPC
+$13M
5
RAMP icon
LiveRamp
RAMP
+$11.9M

Sector Composition

1 Technology 11.67%
2 Financials 10.19%
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
226
$1.78M 0.07%
673
227
$1.76M 0.07%
226,864
+123,098
228
$1.73M 0.07%
41,185
-8,220
229
$1.72M 0.07%
22,569
-960
230
$1.69M 0.07%
11,958
231
$1.69M 0.07%
100,304
+24,000
232
$1.68M 0.07%
17,227
-388
233
$1.67M 0.07%
97,238
-200
234
$1.66M 0.07%
62,042
-4,618
235
$1.65M 0.07%
15,230
-172
236
$1.64M 0.07%
13,473
+1,563
237
$1.62M 0.07%
20,263
+110
238
$1.61M 0.07%
26,940
+8,720
239
$1.59M 0.07%
192,776
240
$1.58M 0.07%
31,859
-4,193
241
$1.58M 0.07%
10,580
-373
242
$1.57M 0.07%
98,649
+31,251
243
$1.55M 0.07%
30,881
244
$1.55M 0.06%
326,233
+3,800
245
$1.55M 0.06%
29,794
+3
246
$1.54M 0.06%
34,455
+666
247
$1.53M 0.06%
7,940
+2,310
248
$1.52M 0.06%
5,466
+13
249
$1.52M 0.06%
89,710
+35,000
250
$1.51M 0.06%
57,176
+550
8 9
10
11 12