AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
526
$253K 0.01%
3,821
-750
527
$252K 0.01%
3,934
-79,789
528
$252K 0.01%
12,700
529
$251K 0.01%
3,180
+3,000
530
$248K 0.01%
12,894
-2,718
531
$247K 0.01%
24,619
532
$246K 0.01%
4,715
533
$242K 0.01%
59,007
-3,453
534
$241K 0.01%
2,250
535
$236K 0.01%
20,896
+1,800
536
$233K 0.01%
6,407
537
$231K 0.01%
4,802
538
$225K 0.01%
101,286
+80,556
539
$221K 0.01%
1,275
540
$221K 0.01%
+28,454
541
$217K 0.01%
15,000
542
$215K 0.01%
+25,000
543
$215K 0.01%
2,985
+150
544
$214K 0.01%
2,104
+135
545
$213K 0.01%
6,158
+1,445
546
$210K 0.01%
6,289
-12,631
547
$209K 0.01%
7,975
-1,325
548
$209K 0.01%
576
+98
549
$208K 0.01%
4,000
550
$207K 0.01%
1,638
-100
20 21
22
23 24