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
801
$42K ﹤0.01%
333
802
$42K ﹤0.01%
365
+103
803
$42K ﹤0.01%
2,800
804
$41K ﹤0.01%
2,500
805
$41K ﹤0.01%
882
806
$41K ﹤0.01%
1,026
807
$41K ﹤0.01%
+250
808
$40K ﹤0.01%
741
809
$40K ﹤0.01%
+800
810
$40K ﹤0.01%
399
811
$39K ﹤0.01%
1,650
812
$39K ﹤0.01%
225
-50,299
813
$39K ﹤0.01%
864
814
$39K ﹤0.01%
1,080
+1
815
$39K ﹤0.01%
413
816
$39K ﹤0.01%
+1,000
817
$39K ﹤0.01%
1,750
818
$39K ﹤0.01%
3,500
-53,990
819
$39K ﹤0.01%
724
-37,000
820
$39K ﹤0.01%
1,170
821
$39K ﹤0.01%
300
822
$39K ﹤0.01%
1,689
+210
823
$39K ﹤0.01%
1,139
824
$38K ﹤0.01%
700
825
$38K ﹤0.01%
150
31 32
33
34 35