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
126
$4.41M 0.18%
220,988
-16,074
127
$4.36M 0.18%
215,725
+66,320
128
$4.33M 0.18%
299,824
+46,175
129
$4.32M 0.18%
63,269
+3,284
130
$4.22M 0.18%
136,161
-13,447
131
$4.13M 0.17%
69,073
-453
132
$4.11M 0.17%
118,560
+18,330
133
$4.1M 0.17%
57,614
-20,360
134
$4.06M 0.17%
23,994
-66
135
$4.05M 0.17%
60,888
+36,040
136
$4.03M 0.17%
170,593
-10,660
137
$4.02M 0.17%
237,877
+51,000
138
$4.02M 0.17%
+227,292
139
$3.94M 0.17%
61,610
-550
140
$3.91M 0.16%
24,278
+23,078
141
$3.9M 0.16%
102,739
-112,389
142
$3.87M 0.16%
+77,650
143
$3.87M 0.16%
+277,636
144
$3.86M 0.16%
514,731
+444,841
145
$3.85M 0.16%
99,740
+3,630
146
$3.8M 0.16%
67,033
-40,476
147
$3.76M 0.16%
460,100
+97,337
148
$3.74M 0.16%
21,472
-716
149
$3.74M 0.16%
101,941
+6,050
150
$3.72M 0.16%
473,990
-40,174
4 5
6
7 8