AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,142
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$56.5M
3
+$42.6M
4
AMCR icon
Amcor
AMCR
+$40.7M
5
META icon
Meta Platforms (Facebook)
META
+$26.7M

Top Sells

1
+$112M
2
+$67.2M
3
+$58.3M
4
UNH icon
UnitedHealth
UNH
+$32.1M
5
RBA icon
RB Global
RBA
+$19.5M

Sector Composition

1 Industrials 20.17%
2 Technology 13.2%
3 Consumer Discretionary 12.68%
4 Financials 8.7%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.05M 0.06%
176,770
-77,943
227
$2.94M 0.06%
24,944
+5,881
228
$2.94M 0.06%
64,950
-1,249
229
$2.94M 0.06%
29,907
-854
230
$2.88M 0.06%
6,569
+174
231
$2.87M 0.06%
59,078
-4,330
232
$2.86M 0.06%
67,445
-5,373
233
$2.84M 0.06%
5,685
+31
234
$2.82M 0.06%
39,749
-20,978
235
$2.81M 0.06%
68,243
-313
236
$2.81M 0.06%
6,672
+1
237
$2.8M 0.06%
53,700
+47,074
238
$2.79M 0.06%
124,242
+32,582
239
$2.77M 0.06%
39,098
+80
240
$2.75M 0.06%
+1,042,399
241
$2.74M 0.06%
34,412
-1,380
242
$2.67M 0.06%
+214,130
243
$2.67M 0.06%
28,604
+6,980
244
$2.66M 0.06%
109,825
-29,276
245
$2.66M 0.06%
8,007
+366
246
$2.63M 0.05%
88,103
+35
247
$2.56M 0.05%
60,360
+86
248
$2.55M 0.05%
105,835
+8,830
249
$2.54M 0.05%
100,140
+113
250
$2.52M 0.05%
269,799
+509
8 9
10
11 12