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
401
$928K 0.02%
15,828
-254
402
$921K 0.02%
134,380
-12,491
403
$915K 0.02%
7,560
+8
404
$913K 0.02%
39,764
-19,581
405
$912K 0.02%
5,294
-642
406
$908K 0.02%
4,816
-99
407
$891K 0.02%
9,704
+203
408
$883K 0.02%
18,000
409
$882K 0.02%
6,157
-128
410
$878K 0.02%
34,554
411
$877K 0.02%
10,773
-765
412
$864K 0.02%
5,253
-303
413
$863K 0.02%
26,292
+2,746
414
$862K 0.02%
1,615
+12
415
$859K 0.02%
27,000
416
$857K 0.02%
6,932
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417
$853K 0.02%
15,200
-740
418
$852K 0.02%
17,000
419
$841K 0.02%
13,185
420
$840K 0.02%
5,783
421
$835K 0.02%
6,777
+498
422
$829K 0.02%
18,112
-552
423
$826K 0.02%
22,505
424
$816K 0.02%
8,975
-20
425
$813K 0.02%
53,284
15 16
17
18 19