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
151
$3.65M 0.15%
49,585
+4,644
152
$3.64M 0.15%
156,774
-11,868
153
$3.59M 0.15%
26,546
+1,277
154
$3.57M 0.15%
+7,739
155
$3.57M 0.15%
78,384
-12,989
156
$3.56M 0.15%
18,536
-3,487
157
$3.51M 0.15%
+14,181
158
$3.5M 0.15%
47,504
+245
159
$3.48M 0.15%
243,376
+124,750
160
$3.43M 0.14%
2,153
-584
161
$3.41M 0.14%
87,408
+10,646
162
$3.38M 0.14%
142,884
+82,020
163
$3.35M 0.14%
88,551
-40,097
164
$3.28M 0.14%
59,290
-2,902
165
$3.25M 0.14%
54,180
-4,148
166
$3.25M 0.14%
814,550
+26,500
167
$3.18M 0.13%
74,517
+3,924
168
$3.13M 0.13%
1,899,284
169
$3.13M 0.13%
98,281
+8,813
170
$3.11M 0.13%
133,748
+1,960
171
$3.07M 0.13%
94,045
+8,385
172
$3.06M 0.13%
75,150
-110,410
173
$3.04M 0.13%
20,318
+622
174
$3M 0.13%
20,420
-694
175
$2.98M 0.12%
105,720
+46,388
5 6
7
8 9