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
1251
– –
-11,000
1252
– –
-2,600
1253
– –
-10,638
1254
– –
-30,000
1255
– –
0
1256
– –
-570,100
1257
– –
-13,000
1258
– –
-6,500
1259
– –
-10,105
1260
– –
-15,000
1261
– –
-64,700
1262
– –
-190
1263
– –
-5,679
1264
$0 ﹤0.01%
1,000
1265
– –
0
1266
$0 ﹤0.01%
6
-124
1267
– –
0
1268
– –
0
1269
– –
0
1270
$0 ﹤0.01%
146
1271
– –
0
1272
– –
-99,000
1273
$0 ﹤0.01%
1,000,000
1274
– –
0
1275
$0 ﹤0.01%
500
49 50
51
52 53