AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 10.2%
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
1001
$12K ﹤0.01%
381
-84
1002
$12K ﹤0.01%
738
1003
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225
1004
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344
1005
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400
-50
1006
$12K ﹤0.01%
250,000
1007
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200
1008
$11K ﹤0.01%
311
1009
$11K ﹤0.01%
4,000
1010
$11K ﹤0.01%
348
-183
1011
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100
1012
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400
1013
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300
1014
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528
1015
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769
-2,500
1016
$11K ﹤0.01%
667
1017
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753
1018
$11K ﹤0.01%
1,000
1019
$11K ﹤0.01%
331
1020
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283
1021
$11K ﹤0.01%
+11
1022
$10K ﹤0.01%
35
1023
$10K ﹤0.01%
200
1024
$10K ﹤0.01%
161
1025
$10K ﹤0.01%
+205
39 40
41
42 43