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
476
$333K 0.01%
+13,254
477
$329K 0.01%
+14,827
478
$329K 0.01%
52,412
-3,305
479
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1,907
480
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$327K 0.01%
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482
$325K 0.01%
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483
$319K 0.01%
3,725
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484
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-1,309
485
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486
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487
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26,430
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488
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34,442
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490
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496
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499
$304K 0.01%
32,291
-38,000
500
$303K 0.01%
27,099
+350