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
376
$593K 0.02%
6,449
+4,749
377
$589K 0.02%
62,040
+12,400
378
$588K 0.02%
18,283
379
$587K 0.02%
+38,469
380
$586K 0.02%
145,452
-22,907
381
$575K 0.02%
87,100
+74,900
382
$573K 0.02%
5,907
-25
383
$572K 0.02%
66,553
-4,371
384
$571K 0.02%
25,000
-36,667
385
$561K 0.02%
7,041
+466
386
$561K 0.02%
70,476
-4,474
387
$558K 0.02%
666,460
-42,170
388
$556K 0.02%
79,316
+24,931
389
$551K 0.02%
10,668
390
$549K 0.02%
43,288
+64
391
$548K 0.02%
9,497
+860
392
$547K 0.02%
2,883
+27
393
$545K 0.02%
10,951
394
$542K 0.02%
6,158
+43
395
$541K 0.02%
42,503
-2,659
396
$537K 0.02%
4,479
+377
397
$526K 0.02%
20,517
-10,469
398
$515K 0.02%
3,623
+157
399
$513K 0.02%
1,918
-2,923
400
$504K 0.02%
6,555
+514
14 15
16
17 18