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
501
$302K 0.01%
3,124
-728
502
$301K 0.01%
7,720
-20,700
503
$300K 0.01%
2,975
504
$300K 0.01%
833
+283
505
$300K 0.01%
3,438
+168
506
$298K 0.01%
18,501
+17,891
507
$298K 0.01%
5,860
-800
508
$297K 0.01%
5,545
509
$295K 0.01%
27,209
-1,768
510
$290K 0.01%
1,610
511
$290K 0.01%
130
-9
512
$285K 0.01%
+9,949
513
$285K 0.01%
28,424
-450
514
$280K 0.01%
1,647
+626
515
$279K 0.01%
5,458
-180
516
$279K 0.01%
9,400
-375
517
$273K 0.01%
11,051
-29,186
518
$270K 0.01%
+11,600
519
$267K 0.01%
1,700
520
$263K 0.01%
14,585
521
$263K 0.01%
19,485
522
$254K 0.01%
2,836
-625
523
$253K 0.01%
5,061
-1,956
524
$253K 0.01%
3,202
525
$253K 0.01%
68,500
+10,000
19 20
21
22 23