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
351
$1.26M 0.03%
4,197
+6
352
$1.25M 0.03%
34,363
-5,893
353
$1.25M 0.03%
17,757
+76
354
$1.24M 0.03%
11,942
+65
355
$1.24M 0.03%
5,448
-71
356
$1.22M 0.03%
7,940
+42
357
$1.21M 0.03%
21,182
+3
358
$1.21M 0.03%
72,314
+3,208
359
$1.2M 0.03%
68,976
-351
360
$1.19M 0.02%
18,636
+4,826
361
$1.19M 0.02%
16,188
362
$1.18M 0.02%
192,191
+30,721
363
$1.18M 0.02%
10,088
-1,121
364
$1.16M 0.02%
88,380
365
$1.15M 0.02%
4,633
-1,295
366
$1.14M 0.02%
4,879
367
$1.14M 0.02%
6,247
-18
368
$1.13M 0.02%
7,813
369
$1.12M 0.02%
2,062
+1
370
$1.12M 0.02%
20,274
+837
371
$1.11M 0.02%
2,859
-104
372
$1.11M 0.02%
85,362
-30,972
373
$1.1M 0.02%
8,549
-148
374
$1.1M 0.02%
9,967
-150
375
$1.09M 0.02%
38,080
+29,552
13 14
15
16 17