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
276
$1.32M 0.06%
24,162
+6,755
277
$1.3M 0.05%
51,350
-180
278
$1.28M 0.05%
18,501
-1,733
279
$1.28M 0.05%
58,925
+255
280
$1.26M 0.05%
57,770
+6,810
281
$1.19M 0.05%
11,393
+18
282
$1.19M 0.05%
243,632
-37,173
283
$1.17M 0.05%
31,250
+3,410
284
$1.17M 0.05%
21,655
-2,164
285
$1.13M 0.05%
277,240
-242,845
286
$1.13M 0.05%
10,147
-1,411
287
$1.1M 0.05%
61,797
288
$1.1M 0.05%
132,270
-221,380
289
$1.1M 0.05%
80,200
-109,450
290
$1.09M 0.05%
14,927
+335
291
$1.09M 0.05%
172,665
+109,090
292
$1.09M 0.05%
11,440
-12,940
293
$1.08M 0.05%
9,460
-859
294
$1.07M 0.04%
224,587
-59,377
295
$1.06M 0.04%
5,493
296
$1.06M 0.04%
+20,736
297
$1.04M 0.04%
27,883
-346,615
298
$1.04M 0.04%
95,341
+35,730
299
$1.03M 0.04%
64,780
300
$1.01M 0.04%
+31,791