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
101
$5.47M 0.23%
1,111,991
-1,510
102
$5.4M 0.23%
44,054
-3,774
103
$5.39M 0.23%
37,643
-29,117
104
$5.38M 0.23%
27,829
-2
105
$5.36M 0.22%
58,668
-36
106
$5.35M 0.22%
118,433
-44,710
107
$5.35M 0.22%
116,544
-4,110
108
$5.23M 0.22%
409,500
+101,051
109
$5.18M 0.22%
30,925
+6,337
110
$5.15M 0.22%
289,010
+177,080
111
$5.09M 0.21%
16,804
+417
112
$4.95M 0.21%
+66,050
113
$4.93M 0.21%
142,613
+19,853
114
$4.93M 0.21%
1,693,216
-83,568
115
$4.89M 0.2%
74,014
-142
116
$4.82M 0.2%
78,240
+19,274
117
$4.76M 0.2%
34,766
+1,249
118
$4.72M 0.2%
36,218
+123
119
$4.69M 0.2%
52,873
-9,446
120
$4.62M 0.19%
181,690
-4,720
121
$4.58M 0.19%
454,700
122
$4.47M 0.19%
244,809
-600
123
$4.47M 0.19%
245,997
-30,156
124
$4.46M 0.19%
28,500
-550
125
$4.41M 0.18%
30,278
+50
3 4
5
6 7