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
1101
$5K ﹤0.01%
100
1102
$5K ﹤0.01%
958
1103
$5K ﹤0.01%
200
1104
$5K ﹤0.01%
148
1105
$5K ﹤0.01%
109
1106
$5K ﹤0.01%
200
1107
$5K ﹤0.01%
318
+200
1108
$5K ﹤0.01%
8
1109
$5K ﹤0.01%
+100
1110
$5K ﹤0.01%
300
1111
$5K ﹤0.01%
500
1112
$5K ﹤0.01%
50
1113
$5K ﹤0.01%
502
1114
$5K ﹤0.01%
25
-25
1115
$4K ﹤0.01%
+66
1116
$4K ﹤0.01%
200
1117
$4K ﹤0.01%
473
1118
$4K ﹤0.01%
350
1119
$4K ﹤0.01%
+600
1120
$4K ﹤0.01%
+1,000
1121
$4K ﹤0.01%
+288
1122
$4K ﹤0.01%
+109
1123
$4K ﹤0.01%
634
1124
$4K ﹤0.01%
30
1125
$4K ﹤0.01%
94
43 44
45
46 47