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
1326
-35,000
1327
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1328
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1329
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1330
-8,997
1331
-1,139
1332
$0 ﹤0.01%
84
1333
-1,548
1334
-51,300
1335
-159,530
1336
-1,040
1337
0
1338
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1339
-4,189
1340
-12,412
1341
0
1342
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1343
0
1344
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1345
-30,000
1346
-5,850
1347
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1348
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1349
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1350
0