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
76
$7.78M 0.33%
374,765
-2,300
77
$7.71M 0.32%
25,019
-6,249
78
$7.7M 0.32%
84,203
+2,656
79
$7.19M 0.3%
185,346
-236
80
$7.15M 0.3%
60,504
+2,351
81
$7.13M 0.3%
4,689,710
+150,000
82
$6.9M 0.29%
349,525
+57,240
83
$6.87M 0.29%
166,834
-5,540
84
$6.85M 0.29%
97,540
-1,660
85
$6.84M 0.29%
256,488
+27,847
86
$6.78M 0.28%
95,560
+380
87
$6.75M 0.28%
38,716
-23,520
88
$6.57M 0.27%
441,558
-22,744
89
$6.45M 0.27%
145,460
+33,780
90
$6.4M 0.27%
180,075
+1,425
91
$6.39M 0.27%
279,688
-292,446
92
$6.09M 0.26%
107,514
+4,269
93
$6.08M 0.25%
81,237
94
$6.05M 0.25%
142,535
-280,000
95
$6.03M 0.25%
168,995
+52,015
96
$6.02M 0.25%
103,060
-57,220
97
$5.84M 0.24%
96,279
+1,905
98
$5.79M 0.24%
79,756
-20,299
99
$5.71M 0.24%
558,409
+523,323
100
$5.49M 0.23%
95,790
-2,338
2 3
4
5 6