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
1151
$3K ﹤0.01%
44
-49,000
1152
$3K ﹤0.01%
200
1153
$3K ﹤0.01%
299
1154
$3K ﹤0.01%
1,000
1155
$3K ﹤0.01%
300
-109,142
1156
$3K ﹤0.01%
31,780
1157
$3K ﹤0.01%
+600
1158
$2K ﹤0.01%
50
1159
$2K ﹤0.01%
64
1160
$2K ﹤0.01%
100
1161
$2K ﹤0.01%
+333
1162
$2K ﹤0.01%
16
1163
$2K ﹤0.01%
25
1164
$2K ﹤0.01%
202
1165
$2K ﹤0.01%
27
1166
$2K ﹤0.01%
135
1167
$2K ﹤0.01%
200
1168
$2K ﹤0.01%
182
1169
$2K ﹤0.01%
47
1170
$2K ﹤0.01%
525
1171
$2K ﹤0.01%
100
1172
$2K ﹤0.01%
45
1173
$2K ﹤0.01%
100
1174
$2K ﹤0.01%
135
-33,000
1175
$2K ﹤0.01%
100
45 46
47
48 49