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
451
$687K 0.01%
53,270
+19,680
452
$683K 0.01%
22,916
453
$682K 0.01%
23,582
-275
454
$671K 0.01%
18,679
455
$666K 0.01%
5,346
-12,740
456
$662K 0.01%
2,782
+99
457
$657K 0.01%
2,922
-2,482
458
$652K 0.01%
29,408
+17,277
459
$648K 0.01%
11,192
+4,018
460
$645K 0.01%
40,210
-80,800
461
$642K 0.01%
20,292
462
$642K 0.01%
3,501
-2
463
$639K 0.01%
12,157
+2,497
464
$637K 0.01%
22,146
465
$635K 0.01%
43,285
-9,801
466
$626K 0.01%
10,746
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467
$616K 0.01%
7,260
468
$615K 0.01%
2,780
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469
$612K 0.01%
16,328
+3,594
470
$608K 0.01%
9,503
+4
471
$599K 0.01%
12,410
+548
472
$599K 0.01%
11,049
+1,994
473
$595K 0.01%
3,955
474
$594K 0.01%
46,508
475
$590K 0.01%
8,544
+6
17 18
19
20 21