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
501
$529K 0.01%
10,545
502
$524K 0.01%
1,642
+30
503
$516K 0.01%
3,685
504
$514K 0.01%
4,000
505
$512K 0.01%
5,188
-3,617
506
$503K 0.01%
3,000
507
$499K 0.01%
2,017
+15
508
$497K 0.01%
3,230
-770
509
$493K 0.01%
111,022
510
$492K 0.01%
6,932
511
$486K 0.01%
28,199
512
$485K 0.01%
1,428
+435
513
$484K 0.01%
26,695
+3,160
514
$481K 0.01%
849
-13
515
$475K 0.01%
24,343
516
$472K 0.01%
2,993
-5
517
$472K 0.01%
11,550
518
$471K 0.01%
5,229
+84
519
$470K 0.01%
9,557
+355
520
$469K 0.01%
59,548
521
$468K 0.01%
7,476
-363
522
$465K 0.01%
2,000
523
$462K 0.01%
2,257
+62
524
$461K 0.01%
9,271
+4,849
525
$460K 0.01%
12,613
19 20
21
22 23