AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
-1,900
1252
-800
1253
-11,000
1254
-2,600
1255
-10,638
1256
-30,000
1257
0
1258
-570,100
1259
-13,000
1260
-6,500
1261
-10,105
1262
-64,700
1263
-190
1264
-5,679
1265
$0 ﹤0.01%
1,000
1266
0
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$0 ﹤0.01%
6
-124
1268
0
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0
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0
1271
$0 ﹤0.01%
146
1272
0
1273
-99,000
1274
$0 ﹤0.01%
1,000,000
1275
0