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
1051
$8K ﹤0.01%
500
1052
$8K ﹤0.01%
300
1053
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150
1054
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68
1055
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600
-1,100
1056
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100
1057
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127
-68
1058
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298
-2
1059
$8K ﹤0.01%
477
1060
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10
1061
$8K ﹤0.01%
500
-2,100
1062
$8K ﹤0.01%
210
1063
$8K ﹤0.01%
1,177
1064
$8K ﹤0.01%
300
1065
$8K ﹤0.01%
300
1066
$8K ﹤0.01%
1,078
1067
$8K ﹤0.01%
400
1068
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100
1069
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129
1070
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90
-200
1071
$7K ﹤0.01%
300
1072
$7K ﹤0.01%
175
1073
$7K ﹤0.01%
823
1074
$6K ﹤0.01%
310
1075
$6K ﹤0.01%
280
41 42
43
44 45