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
426
$810K 0.02%
81,825
+56,675
427
$809K 0.02%
30,515
+1,259
428
$807K 0.02%
5,689
+5,379
429
$803K 0.02%
7,508
-2,290
430
$796K 0.02%
1,200
+54
431
$787K 0.02%
6,881
-377
432
$784K 0.02%
7,636
-1,142
433
$779K 0.02%
63,917
-19,340
434
$777K 0.02%
14,288
-625
435
$775K 0.02%
14,175
-500
436
$772K 0.02%
3,455
+400
437
$763K 0.02%
8,692
438
$761K 0.02%
+84,759
439
$748K 0.02%
50,650
440
$732K 0.02%
4,045
441
$725K 0.02%
25,749
-199
442
$721K 0.02%
88,250
+3,280
443
$714K 0.01%
3,152
-112
444
$712K 0.01%
22,337
445
$707K 0.01%
51,915
-224,773
446
$703K 0.01%
3,143
447
$702K 0.01%
13,740
-1,970
448
$700K 0.01%
5,248
+145
449
$695K 0.01%
7,779
+725
450
$688K 0.01%
13,218
-276
16 17
18
19 20