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
251
$2.51M 0.05%
158,374
-1,396
252
$2.51M 0.05%
291,391
+68,843
253
$2.4M 0.05%
103,365
+1,624
254
$2.37M 0.05%
10,375
+130
255
$2.37M 0.05%
18,732
+146
256
$2.37M 0.05%
+48,854
257
$2.35M 0.05%
25,671
-1,456
258
$2.35M 0.05%
44,830
+2,530
259
$2.34M 0.05%
22,840
+100
260
$2.34M 0.05%
25,663
-2,211
261
$2.32M 0.05%
7,311
+266
262
$2.31M 0.05%
84,834
+54,413
263
$2.29M 0.05%
+263,983
264
$2.29M 0.05%
64,099
-2,612
265
$2.29M 0.05%
186,807
+2,634
266
$2.26M 0.05%
25,214
+268
267
$2.25M 0.05%
78,780
+63,780
268
$2.25M 0.05%
+76,560
269
$2.21M 0.05%
21,857
+7,313
270
$2.2M 0.05%
72,783
-1,260
271
$2.19M 0.05%
10,303
+10,229
272
$2.19M 0.05%
6,137
+117
273
$2.17M 0.05%
7,963
+978
274
$2.16M 0.05%
15,846
-4,437
275
$2.14M 0.04%
37,715
-1,934
9 10
11
12 13