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
1026
$10K ﹤0.01%
+205
1027
$10K ﹤0.01%
1,000
1028
$10K ﹤0.01%
+125
1029
$10K ﹤0.01%
473
1030
$10K ﹤0.01%
600
+400
1031
$10K ﹤0.01%
1,176
+54
1032
$10K ﹤0.01%
75
1033
$10K ﹤0.01%
168
1034
$10K ﹤0.01%
200
1035
$9K ﹤0.01%
225
-370
1036
$9K ﹤0.01%
1,320
1037
$9K ﹤0.01%
116
1038
$9K ﹤0.01%
800
1039
$9K ﹤0.01%
450
1040
$9K ﹤0.01%
+31
1041
$9K ﹤0.01%
500
1042
$9K ﹤0.01%
50
1043
$9K ﹤0.01%
521
1044
$8K ﹤0.01%
257
1045
$8K ﹤0.01%
+22
1046
$8K ﹤0.01%
+2,420
1047
$8K ﹤0.01%
200
1048
$8K ﹤0.01%
45
-50
1049
$8K ﹤0.01%
+800
1050
$8K ﹤0.01%
+23
40 41
42
43 44