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
876
$27K ﹤0.01%
600
877
$27K ﹤0.01%
400
878
$27K ﹤0.01%
500
879
$26K ﹤0.01%
155
880
$26K ﹤0.01%
350
881
$26K ﹤0.01%
600
882
$26K ﹤0.01%
1,082
+1
883
$26K ﹤0.01%
452
-448
884
$26K ﹤0.01%
425
-500
885
$26K ﹤0.01%
600
886
$26K ﹤0.01%
1,124
887
$26K ﹤0.01%
700
888
$26K ﹤0.01%
7,271
-9,000
889
$25K ﹤0.01%
+1,000
890
$25K ﹤0.01%
11,521
891
$25K ﹤0.01%
397
892
$25K ﹤0.01%
340
893
$25K ﹤0.01%
800
894
$25K ﹤0.01%
+236
895
$25K ﹤0.01%
730
896
$25K ﹤0.01%
1,000
897
$24K ﹤0.01%
500
898
$24K ﹤0.01%
2,700
+1,000
899
$24K ﹤0.01%
1,576
900
$24K ﹤0.01%
650
34 35
36
37 38