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
451
$384K 0.02%
2,199
452
$382K 0.02%
19,833
-425
453
$379K 0.02%
21,951
+1,530
454
$378K 0.02%
13,334
+500
455
$373K 0.02%
21,955
-88,021
456
$370K 0.02%
15,885
-690
457
$370K 0.02%
24,713
458
$368K 0.02%
14,507
459
$367K 0.02%
1,113
460
$366K 0.02%
1,813
461
$364K 0.02%
76,635
-191,253
462
$363K 0.02%
62,200
+10,600
463
$362K 0.02%
27,218
+7,352
464
$359K 0.02%
8,971
-714
465
$357K 0.01%
6,730
-17,577
466
$357K 0.01%
27,872
+8,083
467
$354K 0.01%
6,824
+2,440
468
$352K 0.01%
7,062
469
$350K 0.01%
6,063
-52
470
$345K 0.01%
101,705
-19,481
471
$343K 0.01%
3,000
472
$343K 0.01%
847
+153
473
$342K 0.01%
15,000
-1,500
474
$341K 0.01%
1,823
+8
475
$333K 0.01%
12,433
+1,841
17 18
19
20 21