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
301
$1.71M 0.04%
12,730
+260
302
$1.69M 0.04%
17,997
+2,116
303
$1.69M 0.04%
9,071
+102
304
$1.69M 0.04%
12,660
-6
305
$1.67M 0.03%
32,837
-1,044
306
$1.67M 0.03%
8,302
-100
307
$1.66M 0.03%
45,740
-22,623
308
$1.66M 0.03%
597,300
+71,610
309
$1.63M 0.03%
22,550
+6,060
310
$1.63M 0.03%
+24,670
311
$1.62M 0.03%
27,016
-177
312
$1.61M 0.03%
86,505
-186,196
313
$1.61M 0.03%
3,047
+79
314
$1.6M 0.03%
507,678
-189,201
315
$1.6M 0.03%
158,852
+13,234
316
$1.6M 0.03%
141,821
317
$1.59M 0.03%
9,556
-313
318
$1.58M 0.03%
69,047
319
$1.57M 0.03%
9,756
-23
320
$1.57M 0.03%
2,220
+14
321
$1.57M 0.03%
786
+80
322
$1.56M 0.03%
53,039
+583
323
$1.55M 0.03%
35,919
-1,192
324
$1.54M 0.03%
103,935
+35,000
325
$1.49M 0.03%
12,711
-470
11 12
13
14 15