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
576
$176K 0.01%
3,884
-401
577
$176K 0.01%
2,297
578
$175K 0.01%
249
+79
579
$175K 0.01%
1,250
+150
580
$173K 0.01%
4,780
581
$172K 0.01%
2,772
+1
582
$169K 0.01%
1,947
-26,850
583
$167K 0.01%
4,674
584
$166K 0.01%
29,047
-1,500
585
$163K 0.01%
582,407
586
$161K 0.01%
16,297
-41,064
587
$161K 0.01%
689
-24,793
588
$159K 0.01%
110,412
-201,205
589
$159K 0.01%
7,782
590
$159K 0.01%
5,000
591
$158K 0.01%
5,211
592
$158K 0.01%
2,969
-150
593
$156K 0.01%
10,304
-238
594
$156K 0.01%
250
+10
595
$155K 0.01%
775
596
$154K 0.01%
19,382
-27,317
597
$154K 0.01%
3,029
598
$154K 0.01%
4,718
599
$152K 0.01%
765
+81
600
$152K 0.01%
981
-294
22 23
24
25 26