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
276
$2.14M 0.04%
27,077
-1,727
277
$2.13M 0.04%
7,974
+64
278
$2.12M 0.04%
13,055
+1,985
279
$2.11M 0.04%
108,713
+167
280
$2.1M 0.04%
87,975
+620
281
$2.04M 0.04%
15,859
+13,525
282
$2.01M 0.04%
189,517
-29,732
283
$1.99M 0.04%
4,524
284
$1.99M 0.04%
20,090
285
$1.96M 0.04%
4,959
286
$1.96M 0.04%
83,156
287
$1.96M 0.04%
6,651
-149
288
$1.94M 0.04%
28,250
-458
289
$1.9M 0.04%
180,789
+22,944
290
$1.86M 0.04%
20,231
-610
291
$1.86M 0.04%
15,102
+232
292
$1.83M 0.04%
287,275
+97,194
293
$1.81M 0.04%
2,323
+57
294
$1.81M 0.04%
15,830
-145
295
$1.8M 0.04%
39,812
-249
296
$1.78M 0.04%
52,809
+10,188
297
$1.78M 0.04%
170,746
-33,806
298
$1.76M 0.04%
182,090
-145,186
299
$1.75M 0.04%
59,772
+4,177
300
$1.71M 0.04%
14,116
+423
10 11
12
13 14