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
426
$439K 0.02%
12,315
+969
427
$436K 0.02%
7,165
-241
428
$433K 0.02%
20,550
+6,650
429
$429K 0.02%
11,183
+204
430
$425K 0.02%
7,783
+1,457
431
$424K 0.02%
20,882
432
$423K 0.02%
+74,640
433
$423K 0.02%
26,935
+3,317
434
$422K 0.02%
7,654
-6,332
435
$421K 0.02%
66,030
-4,012
436
$417K 0.02%
18,889
-2,248
437
$415K 0.02%
10,585
-769
438
$414K 0.02%
7,870
+5,360
439
$411K 0.02%
51,890
-3,062
440
$405K 0.02%
24,030
-14,710
441
$404K 0.02%
3,778
+643
442
$401K 0.02%
+2,333
443
$399K 0.02%
1,344
444
$395K 0.02%
5,045
+265
445
$394K 0.02%
63,203
-10,000
446
$388K 0.02%
170,279
-11,939
447
$387K 0.02%
2,049
448
$386K 0.02%
138,257
-161,542
449
$385K 0.02%
+6,777
450
$385K 0.02%
25,000
-15,000
16 17
18
19 20