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
626
$129K 0.01%
4,125
+2,500
627
$128K 0.01%
7,258
+100
628
$127K 0.01%
1,270
-522
629
$126K 0.01%
1,297
-7,460
630
$126K 0.01%
+35,058
631
$125K 0.01%
3,235
632
$125K 0.01%
115,352
-2,004,640
633
$125K 0.01%
951
+835
634
$125K 0.01%
1,450
635
$125K 0.01%
100,652
-71,530
636
$123K 0.01%
2,431
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637
$123K 0.01%
36,307
-2,172
638
$121K 0.01%
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639
$121K 0.01%
1,207
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640
$120K 0.01%
2,297
641
$120K 0.01%
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642
$120K 0.01%
781
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$120K 0.01%
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644
$119K 0.01%
4,683
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645
$116K ﹤0.01%
9,435
646
$116K ﹤0.01%
10,958
-128,112
647
$116K ﹤0.01%
1,351
-1,000
648
$115K ﹤0.01%
2,472
649
$115K ﹤0.01%
1,846
650
$114K ﹤0.01%
805
-150
24 25
26
27 28