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
326
$862K 0.04%
287,541
-40,068
327
$851K 0.04%
52,469
-16,598
328
$841K 0.04%
14,135
-500
329
$840K 0.04%
267,620
-4,556
330
$836K 0.04%
65,960
331
$818K 0.03%
9,758
-1,105
332
$813K 0.03%
20,346
+1,470
333
$807K 0.03%
125,154
-23,396
334
$805K 0.03%
48,426
-3,046
335
$799K 0.03%
4,357
+957
336
$799K 0.03%
30,854
-1,191
337
$797K 0.03%
27,783
+189
338
$790K 0.03%
120,789
+47,830
339
$788K 0.03%
4,000
340
$785K 0.03%
4,358
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341
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149,792
-30,756
342
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66,402
-4,151
343
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5,698
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344
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11,224
-398
345
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4,583
+2,941
346
$758K 0.03%
106,745
-31,180
347
$755K 0.03%
26,925
+16,373
348
$754K 0.03%
118,010
-20,979
349
$752K 0.03%
7,150
-181
350
$750K 0.03%
74,220
+47,390
12 13
14
15 16