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
751
$57K ﹤0.01%
852
752
$57K ﹤0.01%
1,300
753
$56K ﹤0.01%
1,254
+112
754
$56K ﹤0.01%
1,024
755
$56K ﹤0.01%
2,895
756
$56K ﹤0.01%
779
+3
757
$54K ﹤0.01%
450
758
$54K ﹤0.01%
2,000
759
$54K ﹤0.01%
600
760
$54K ﹤0.01%
1,300
-500
761
$53K ﹤0.01%
921
762
$53K ﹤0.01%
1,518
763
$53K ﹤0.01%
11,500
-80,019
764
$51K ﹤0.01%
5,500
765
$51K ﹤0.01%
2,498
766
$51K ﹤0.01%
1,025
767
$51K ﹤0.01%
652
+9
768
$50K ﹤0.01%
1,924
769
$50K ﹤0.01%
970
-1,384
770
$50K ﹤0.01%
3,540
771
$50K ﹤0.01%
347
772
$49K ﹤0.01%
600
773
$49K ﹤0.01%
1,700
774
$48K ﹤0.01%
500
775
$48K ﹤0.01%
2,750
29 30
31
32 33