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
51
$11.7M 0.49%
308,640
-32,300
52
$11.5M 0.48%
+466,295
53
$11.2M 0.47%
162,216
+31,402
54
$11M 0.46%
155,720
-6,160
55
$10.9M 0.46%
131,185
-1,043
56
$10.8M 0.45%
479,751
+76,733
57
$10.8M 0.45%
245,833
-23,670
58
$10.3M 0.43%
244,308
-111,675
59
$10.3M 0.43%
949,697
-21,950
60
$10.2M 0.43%
42,135
+11,077
61
$10M 0.42%
539,639
+173
62
$9.87M 0.41%
196,661
-70,205
63
$9.68M 0.41%
+1,195,485
64
$9.39M 0.39%
57,289
+479
65
$9.37M 0.39%
275,693
+18,492
66
$9.15M 0.38%
112,811
-843
67
$8.94M 0.37%
188,161
+37,856
68
$8.9M 0.37%
216,593
-75,778
69
$8.75M 0.37%
174,667
+60,809
70
$8.43M 0.35%
604,402
-5,380
71
$8.41M 0.35%
266,658
-94,198
72
$8.36M 0.35%
89,279
-19,378
73
$8.33M 0.35%
388,263
-163,940
74
$8.08M 0.34%
417,941
+201,400
75
$7.79M 0.33%
64,554
1 2
3
4 5