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
1301
– –
-44,500
1302
– –
-40,100
1303
– –
-10
1304
– –
-8,997
1305
– –
-1,139
1306
$0 ﹤0.01%
84
1307
– –
-1,548
1308
– –
-2,150
1309
$0 ﹤0.01%
13
1310
– –
0
1311
– –
0
1312
– –
-3,110
1313
– –
-70,000
1314
$0 ﹤0.01%
18
1315
– –
-42,342
1316
– –
-95,258
1317
– –
-15,000
1318
– –
-15,840
1319
– –
-32,000
1320
– –
0
1321
$0 ﹤0.01%
142
1322
– –
-1,040
1323
– –
-1,000
1324
– –
-3,500
1325
– –
-5,009
51 52
53
54 55