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
976
$14K ﹤0.01%
275
977
$14K ﹤0.01%
100
978
$14K ﹤0.01%
200
979
$14K ﹤0.01%
364
980
$14K ﹤0.01%
2,500
981
$13K ﹤0.01%
+123
982
$13K ﹤0.01%
285
983
$13K ﹤0.01%
111
984
$13K ﹤0.01%
185
985
$13K ﹤0.01%
590
986
$13K ﹤0.01%
360
987
$13K ﹤0.01%
621
988
$13K ﹤0.01%
1,250
989
$13K ﹤0.01%
805
-20,000
990
$13K ﹤0.01%
210
991
$13K ﹤0.01%
115
992
$13K ﹤0.01%
100
993
$13K ﹤0.01%
+358
994
$13K ﹤0.01%
99
995
$12K ﹤0.01%
320
996
$12K ﹤0.01%
500
997
$12K ﹤0.01%
143
998
$12K ﹤0.01%
100
999
$12K ﹤0.01%
+223
1000
$12K ﹤0.01%
1,500
38 39
40
41 42