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
26
$40.3M 0.84%
263,541
+1,507
27
$38.8M 0.81%
820,295
+9,475
28
$35.8M 0.75%
250,213
+3,884
29
$35.2M 0.73%
220,917
-884
30
$34.3M 0.72%
114,814
+8,735
31
$33.4M 0.7%
1,359,043
+128,653
32
$31.6M 0.66%
108,059
-820
33
$31.5M 0.66%
399,764
-8,697
34
$31.1M 0.65%
175,171
+10,384
35
$30.7M 0.64%
138,873
+3,363
36
$29.9M 0.62%
318,291
+18,957
37
$28.9M 0.6%
182,703
+6,270
38
$28.5M 0.59%
1,875,361
-362,375
39
$27.7M 0.58%
546,613
+58,352
40
$27.3M 0.57%
99,768
+1,646
41
$26.3M 0.55%
4,353,413
+16,838
42
$23.5M 0.49%
914,134
+9,412
43
$23.3M 0.49%
1,927,343
+251,768
44
$22.9M 0.48%
935,361
+83,755
45
$22.7M 0.47%
1,086,165
+279,823
46
$22.3M 0.46%
179,430
+29,867
47
$21.8M 0.46%
46,565
+1,423
48
$21.4M 0.45%
134,654
+13,324
49
$20.5M 0.43%
197,212
+61,257
50
$19.8M 0.41%
385,000
+83,202
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