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
176
$2.89M 0.12%
40,247
+7,941
177
$2.87M 0.12%
14,916
-1,170
178
$2.87M 0.12%
1,258,373
179
$2.86M 0.12%
126,719
+19,050
180
$2.85M 0.12%
63,699
-9,096
181
$2.81M 0.12%
287,589
+275,830
182
$2.79M 0.12%
267,972
+204,333
183
$2.79M 0.12%
709,755
184
$2.79M 0.12%
46,298
+195
185
$2.78M 0.12%
12,244
+315
186
$2.77M 0.12%
945
+513
187
$2.77M 0.12%
636
+150
188
$2.67M 0.11%
32,364
-9,124
189
$2.63M 0.11%
17,171
+42
190
$2.6M 0.11%
180,060
-27,370
191
$2.55M 0.11%
+76,860
192
$2.53M 0.11%
32,008
+11,590
193
$2.49M 0.1%
73,703
-103
194
$2.48M 0.1%
57,447
-3,299
195
$2.45M 0.1%
29,830
+1,528
196
$2.38M 0.1%
22,537
-4,753
197
$2.36M 0.1%
5,347
-46
198
$2.36M 0.1%
40,118
-15,955
199
$2.31M 0.1%
12,630
-575
200
$2.27M 0.1%
139,817
-68,813
6 7
8
9 10