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
326
$1.49M 0.03%
122,287
+16,038
327
$1.48M 0.03%
8,093
+308
328
$1.47M 0.03%
10,635
+161
329
$1.47M 0.03%
132,211
-308
330
$1.47M 0.03%
61,816
+7,571
331
$1.46M 0.03%
7,413
+515
332
$1.46M 0.03%
174,626
333
$1.45M 0.03%
59,448
-23,240
334
$1.44M 0.03%
12,508
-80
335
$1.43M 0.03%
10,555
+5
336
$1.43M 0.03%
32,950
+19,070
337
$1.41M 0.03%
29,238
+105
338
$1.4M 0.03%
15,308
+759
339
$1.38M 0.03%
18,803
+250
340
$1.38M 0.03%
29,718
-1,304
341
$1.36M 0.03%
18,285
-282
342
$1.36M 0.03%
18,343
+1,325
343
$1.36M 0.03%
62,678
-1,032
344
$1.35M 0.03%
16,904
-620
345
$1.34M 0.03%
371,509
346
$1.33M 0.03%
114,849
347
$1.32M 0.03%
70,058
348
$1.31M 0.03%
6,049
-142
349
$1.29M 0.03%
23,418
-406
350
$1.28M 0.03%
29,278
-4,199
12 13
14
15 16