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
726
$68K ﹤0.01%
1,150
727
$68K ﹤0.01%
1,372
-394,782
728
$68K ﹤0.01%
1,788
729
$68K ﹤0.01%
6,200
-140,400
730
$66K ﹤0.01%
1,050
731
$66K ﹤0.01%
400
732
$65K ﹤0.01%
1,500
733
$65K ﹤0.01%
688
-589
734
$65K ﹤0.01%
562
735
$65K ﹤0.01%
500
736
$64K ﹤0.01%
4,500
737
$63K ﹤0.01%
8,594
+7,000
738
$63K ﹤0.01%
200
739
$63K ﹤0.01%
2,483
+883
740
$62K ﹤0.01%
600
-284
741
$62K ﹤0.01%
+1,300
742
$61K ﹤0.01%
987
-118
743
$61K ﹤0.01%
3,458
-15,720
744
$60K ﹤0.01%
1,970
745
$60K ﹤0.01%
820
746
$60K ﹤0.01%
+2,400
747
$60K ﹤0.01%
1,631
-26,216
748
$60K ﹤0.01%
1,850
-400
749
$59K ﹤0.01%
2,879
750
$58K ﹤0.01%
929
28 29
30
31 32