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
901
$24K ﹤0.01%
846
902
$24K ﹤0.01%
800
+400
903
$24K ﹤0.01%
710
+8
904
$24K ﹤0.01%
2,264
905
$23K ﹤0.01%
255
906
$23K ﹤0.01%
1,950
907
$23K ﹤0.01%
1,424
+4
908
$23K ﹤0.01%
400
909
$23K ﹤0.01%
48,156
-10,000
910
$22K ﹤0.01%
400
911
$22K ﹤0.01%
660
912
$22K ﹤0.01%
558
913
$22K ﹤0.01%
175
914
$22K ﹤0.01%
254
915
$22K ﹤0.01%
136
-136
916
$22K ﹤0.01%
1,500
917
$21K ﹤0.01%
600
918
$21K ﹤0.01%
2,304
919
$21K ﹤0.01%
2,200
920
$21K ﹤0.01%
594
921
$21K ﹤0.01%
300
922
$21K ﹤0.01%
4,268
923
$20K ﹤0.01%
1,109
-1,046
924
$20K ﹤0.01%
344
+1
925
$20K ﹤0.01%
675
+400
35 36
37
38 39