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
251
$1.51M 0.06%
35,762
-6,080
252
$1.5M 0.06%
+72,280
253
$1.49M 0.06%
50,381
-57,030
254
$1.49M 0.06%
31,271
-7,745
255
$1.48M 0.06%
6,330
-189
256
$1.47M 0.06%
+35,834
257
$1.47M 0.06%
108,864
-6,460
258
$1.47M 0.06%
120,514
-57,630
259
$1.47M 0.06%
40,550
+9,570
260
$1.45M 0.06%
128,843
-92,500
261
$1.45M 0.06%
26,614
-52,966
262
$1.44M 0.06%
260,000
263
$1.43M 0.06%
+65,550
264
$1.42M 0.06%
21,451
-553
265
$1.41M 0.06%
10,062
-162
266
$1.41M 0.06%
57,689
-1,267
267
$1.38M 0.06%
23,095
-19,433
268
$1.38M 0.06%
30,720
-170
269
$1.37M 0.06%
149,998
-34,636
270
$1.37M 0.06%
23,674
+18,571
271
$1.35M 0.06%
8,584
+1,035
272
$1.33M 0.06%
11,551
-377
273
$1.33M 0.06%
+7,008
274
$1.32M 0.06%
11,760
-5,200
275
$1.32M 0.06%
20,792
-750
9 10
11
12 13