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
351
$745K 0.03%
8,534
+1,125
352
$736K 0.03%
2,393
+48
353
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32,406
-8,133
354
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355
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+34,310
356
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4,038
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357
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6,523
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-8
359
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81,662
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360
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16,360
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361
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362
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34,730
363
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27,779
-21,861
364
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52,866
-3,327
365
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12,351
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366
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368
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20,427
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369
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29,895
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370
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273,101
-8,798
371
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13,855
+3,370
372
$627K 0.03%
3,254
-50
373
$613K 0.03%
11,814
-386
374
$613K 0.03%
106,121
-170,906
375
$612K 0.03%
26,163
-16,468
13 14
15
16 17