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
526
$458K 0.01%
11,159
+11,040
527
$458K 0.01%
10,400
+375
528
$456K 0.01%
18,774
+3
529
$454K 0.01%
13,058
+1,318
530
$448K 0.01%
835
-1
531
$436K 0.01%
1,755
+7
532
$435K 0.01%
+27,095
533
$435K 0.01%
+23,109
534
$434K 0.01%
16,138
+215
535
$429K 0.01%
14,180
536
$425K 0.01%
1,318
+1
537
$422K 0.01%
16,612
+479
538
$421K 0.01%
3,650
-500
539
$421K 0.01%
6,104
-1,809
540
$421K 0.01%
+136,702
541
$420K 0.01%
42,265
-43,375
542
$415K 0.01%
1,700
-85
543
$414K 0.01%
24,783
544
$411K 0.01%
+70,740
545
$409K 0.01%
32,370
-25,000
546
$405K 0.01%
2,210
+1
547
$404K 0.01%
4,149
-13
548
$403K 0.01%
5,545
-18
549
$400K 0.01%
7,577
+209
550
$400K 0.01%
8,122
-554
20 21
22
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