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
26
$19.6M 0.82%
167,288
+3,504
27
$19.4M 0.81%
146,309
+909
28
$18.2M 0.76%
132,140
+980
29
$17.9M 0.75%
2,961,998
-220,335
30
$17.8M 0.74%
180,835
+16,373
31
$17.4M 0.73%
81,096
+2,527
32
$17.3M 0.72%
313,092
+85,378
33
$17M 0.71%
91,989
+8,821
34
$16.7M 0.7%
93,319
-388
35
$16.6M 0.7%
53,759
+2,353
36
$16.4M 0.69%
187,744
+8,916
37
$16.2M 0.68%
165,032
+3,994
38
$15.3M 0.64%
708,260
-2,965
39
$14.4M 0.6%
603,309
+106,525
40
$14.3M 0.6%
26,334
+767
41
$14.3M 0.6%
565,035
+21,666
42
$14M 0.59%
178,301
-124,373
43
$13.4M 0.56%
105,675
+4,141
44
$13.2M 0.55%
282,591
+16,210
45
$13.2M 0.55%
143,438
+2,946
46
$12.4M 0.52%
313,479
+45
47
$12.3M 0.52%
216,056
-13,735
48
$12.2M 0.51%
1,446,240
+166,840
49
$11.8M 0.5%
88,025
+6,868
50
$11.8M 0.49%
39,965
+604
1
2
3 4 5