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
676
$99K ﹤0.01%
316
+292
677
$99K ﹤0.01%
+3,956
678
$99K ﹤0.01%
3,050
679
$97K ﹤0.01%
2,964
-60
680
$97K ﹤0.01%
1,903
681
$97K ﹤0.01%
5,824
682
$96K ﹤0.01%
5,504
683
$96K ﹤0.01%
5,210
-20,585
684
$96K ﹤0.01%
1,685
+195
685
$96K ﹤0.01%
1,268
686
$94K ﹤0.01%
2,297
687
$94K ﹤0.01%
3,343
688
$94K ﹤0.01%
+2,207
689
$92K ﹤0.01%
79,048
-914,552
690
$92K ﹤0.01%
10,000
691
$91K ﹤0.01%
3,000
692
$89K ﹤0.01%
+666
693
$89K ﹤0.01%
1,169
+219
694
$88K ﹤0.01%
2,500
695
$88K ﹤0.01%
1,701
696
$88K ﹤0.01%
20,017
-160,000
697
$88K ﹤0.01%
5,909
-5,000
698
$87K ﹤0.01%
950
699
$86K ﹤0.01%
3,380
+1,380
700
$86K ﹤0.01%
3,150
-1,650
26 27
28
29 30