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
1326
-1,566
1327
-276,625
1328
-61,601
1329
-90
1330
-13,000
1331
-7,125
1332
-39,347
1333
-15,609
1334
-44,500
1335
-40,100
1336
-10
1337
-8,997
1338
-1,139
1339
$0 ﹤0.01%
84
1340
-1,548
1341
-51,300
1342
-159,530
1343
0
1344
-200
1345
-4,189
1346
-12,412
1347
0
1348
-50
1349
0
1350
-575