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
1276
$0 ﹤0.01%
64,300
1277
$0 ﹤0.01%
1
1278
$0 ﹤0.01%
35,100
1279
– –
-85,000
1280
$0 ﹤0.01%
5,450
1281
– –
-8,000
1282
– –
-40,000
1283
$0 ﹤0.01%
1,248,000
1284
$0 ﹤0.01%
640
1285
– –
-1,600
1286
$0 ﹤0.01%
50,000
1287
$0 ﹤0.01%
250
1288
– –
-3,000
1289
$0 ﹤0.01%
1,000
1290
– –
-2,000
1291
– –
0
1292
– –
-9,244
1293
– –
-26,047
1294
– –
-2,000
1295
– –
-4,760
1296
– –
-15,840
1297
– –
-32,000
1298
– –
0
1299
$0 ﹤0.01%
142
1300
– –
-35,248
50 51
52
53 54