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
826
$37K ﹤0.01%
1,534
827
$37K ﹤0.01%
1,000
828
$37K ﹤0.01%
455
-3,583
829
$37K ﹤0.01%
633
+94
830
$36K ﹤0.01%
1,324
-793
831
$36K ﹤0.01%
175
832
$36K ﹤0.01%
900
833
$35K ﹤0.01%
557
834
$35K ﹤0.01%
+1,136
835
$35K ﹤0.01%
550
836
$35K ﹤0.01%
5,000
837
$34K ﹤0.01%
275
838
$34K ﹤0.01%
2,500
839
$34K ﹤0.01%
2,166
840
$34K ﹤0.01%
290
841
$34K ﹤0.01%
37
842
$34K ﹤0.01%
566
843
$34K ﹤0.01%
731
-45,206
844
$34K ﹤0.01%
691
+3
845
$34K ﹤0.01%
+17
846
$33K ﹤0.01%
1,091
847
$33K ﹤0.01%
625
848
$33K ﹤0.01%
1,718
849
$33K ﹤0.01%
4,538
850
$33K ﹤0.01%
533
-266
32 33
34
35 36