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
301
$1.01M 0.04%
9,324
302
$987K 0.04%
180,791
-11,133
303
$983K 0.04%
10,775
-196
304
$981K 0.04%
177,768
305
$979K 0.04%
85,210
-16,890
306
$978K 0.04%
241,701
-13,468
307
$970K 0.04%
12,315
+119
308
$964K 0.04%
46,066
-32,121
309
$961K 0.04%
5,854
310
$959K 0.04%
78,318
-7,596
311
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12,380
-16,760
312
$946K 0.04%
17,000
+3,130
313
$928K 0.04%
175,014
-11,065
314
$928K 0.04%
2,542
+497
315
$924K 0.04%
7,516
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316
$923K 0.04%
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317
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21,734
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318
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741,897
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319
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20,000
320
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72,810
+72,220
321
$888K 0.04%
14,374
-3,141
322
$885K 0.04%
281,724
+43,083
323
$881K 0.04%
17,620
+13,120
324
$874K 0.04%
28,747
-5,052
325
$864K 0.04%
16,118
-168
11 12
13
14 15