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
376
$1.09M 0.02%
25,799
-12,957
377
$1.09M 0.02%
19,386
+5,799
378
$1.07M 0.02%
39,613
-101,490
379
$1.06M 0.02%
2,286
+76
380
$1.05M 0.02%
175,147
-607
381
$1.05M 0.02%
47,735
-200
382
$1.04M 0.02%
10,337
-953
383
$1.03M 0.02%
161,910
384
$1.02M 0.02%
13,973
-67
385
$1.02M 0.02%
8,618
+269
386
$1.01M 0.02%
3,467
+70
387
$1M 0.02%
266,306
+77,124
388
$1M 0.02%
23,680
389
$998K 0.02%
131,309
+43,628
390
$997K 0.02%
103,346
391
$993K 0.02%
36,150
-93
392
$986K 0.02%
7,650
+4,799
393
$982K 0.02%
9,198
+806
394
$977K 0.02%
1,240
+1
395
$976K 0.02%
15,837
396
$970K 0.02%
6,833
+97
397
$958K 0.02%
3,434
+38
398
$952K 0.02%
4,630
+25
399
$951K 0.02%
109,543
400
$944K 0.02%
3,669
+257
14 15
16
17 18