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
476
$586K 0.01%
1,551
+1,325
477
$586K 0.01%
3,935
478
$585K 0.01%
14,219
-1,048
479
$583K 0.01%
10,321
480
$578K 0.01%
11,579
481
$576K 0.01%
1,420
+244
482
$575K 0.01%
4,248
+1
483
$573K 0.01%
8,528
-2,335
484
$573K 0.01%
10,141
-250
485
$572K 0.01%
4,627
+445
486
$572K 0.01%
13,117
487
$570K 0.01%
3,229
488
$564K 0.01%
27,523
-316
489
$564K 0.01%
82,900
+15,000
490
$560K 0.01%
6,989
491
$556K 0.01%
5,057
+119
492
$552K 0.01%
16,049
+3,680
493
$550K 0.01%
7,108
-30
494
$548K 0.01%
41,899
-4,239
495
$545K 0.01%
20,086
+743
496
$543K 0.01%
1,067
+8
497
$542K 0.01%
47,255
-28,571
498
$541K 0.01%
5,382
+2
499
$539K 0.01%
12,928
500
$539K 0.01%
8,219
+31
18 19
20
21 22