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
1201
$1K ﹤0.01%
32
1202
$1K ﹤0.01%
80
1203
$1K ﹤0.01%
13
1204
$1K ﹤0.01%
200
1205
$1K ﹤0.01%
+54
1206
$1K ﹤0.01%
10
1207
$1K ﹤0.01%
6
1208
$1K ﹤0.01%
11
-16
1209
$1K ﹤0.01%
28
1210
$1K ﹤0.01%
121
-2,300
1211
$1K ﹤0.01%
10
1212
$1K ﹤0.01%
100
1213
$1K ﹤0.01%
447
1214
$1K ﹤0.01%
1,900
1215
$1K ﹤0.01%
45,000
1216
$1K ﹤0.01%
645
1217
$1K ﹤0.01%
1,047
1218
– –
-3,110
1219
– –
-70,000
1220
$0 ﹤0.01%
18
1221
– –
-42,342
1222
– –
-95,258
1223
– –
-1,270
1224
– –
-19,965
1225
– –
-17,379
47 48
49
50 51