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
651
$114K ﹤0.01%
801
652
$113K ﹤0.01%
6,937
653
$113K ﹤0.01%
15,864
654
$112K ﹤0.01%
510
+10
655
$112K ﹤0.01%
11,242
656
$112K ﹤0.01%
346
-20
657
$111K ﹤0.01%
5,574
658
$111K ﹤0.01%
4,370
+2,400
659
$110K ﹤0.01%
3,725
-615
660
$109K ﹤0.01%
1,450
661
$108K ﹤0.01%
1,124
662
$108K ﹤0.01%
7,228
+428
663
$106K ﹤0.01%
15,989
664
$106K ﹤0.01%
7,329
+71
665
$105K ﹤0.01%
734
-1,337
666
$105K ﹤0.01%
3,982
667
$104K ﹤0.01%
1,447
-489
668
$104K ﹤0.01%
9,760
669
$103K ﹤0.01%
3,036
-209
670
$103K ﹤0.01%
5,652
-362
671
$103K ﹤0.01%
2,050
-3,050
672
$102K ﹤0.01%
17,000
-20,000
673
$101K ﹤0.01%
14,060
-25,000
674
$101K ﹤0.01%
5,000
-15,100
675
$99K ﹤0.01%
2,909
-2,498
25 26
27
28 29