AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 10.2%
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
1276
-85,000
1277
$0 ﹤0.01%
5,450
1278
-8,000
1279
-40,000
1280
$0 ﹤0.01%
1,248,000
1281
$0 ﹤0.01%
640
1282
-1,600
1283
$0 ﹤0.01%
50,000
1284
$0 ﹤0.01%
250
1285
-3,000
1286
-15,840
1287
-32,000
1288
0
1289
$0 ﹤0.01%
142
1290
$0 ﹤0.01%
1,000
1291
-2,000
1292
0
1293
-9,244
1294
-26,047
1295
-5,679
1296
-11,200
1297
-24,698
1298
-35,000
1299
-2,150
1300
$0 ﹤0.01%
13