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
1301
$0 ﹤0.01%
+19
1302
$0 ﹤0.01%
3
1303
– –
-375
1304
– –
-800
1305
– –
-35,820
1306
– –
-849
1307
– –
-2,000
1308
– –
0
1309
– –
-42,000
1310
– –
-3,556
1311
$0 ﹤0.01%
79
1312
– –
-897
1313
$0 ﹤0.01%
1
-798
1314
– –
-162
1315
– –
-6,680
1316
– –
-1,566
1317
– –
-276,625
1318
– –
-61,601
1319
– –
-90
1320
– –
-13,000
1321
– –
-7,125
1322
– –
-39,347
1323
– –
-15,609
1324
– –
-11,200
1325
– –
-24,698
51 52
53
54 55