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
551
$395K 0.01%
5,391
-57
552
$394K 0.01%
1,123
+255
553
$392K 0.01%
16,781
+216
554
$390K 0.01%
12,933
-236
555
$389K 0.01%
3,622
556
$388K 0.01%
1,616
-65
557
$388K 0.01%
9,265
+250
558
$387K 0.01%
5,730
+3,530
559
$386K 0.01%
+37,870
560
$386K 0.01%
26,447
561
$384K 0.01%
23,150
+1,070
562
$383K 0.01%
3,003
563
$379K 0.01%
5,151
-4,283
564
$378K 0.01%
7,086
565
$377K 0.01%
4,876
+45
566
$375K 0.01%
209,503
567
$374K 0.01%
8,044
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568
$372K 0.01%
836
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569
$370K 0.01%
4,170
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570
$370K 0.01%
5,813
571
$365K 0.01%
55,205
+16,890
572
$363K 0.01%
8,900
+212
573
$360K 0.01%
3,578
+2,708
574
$358K 0.01%
6,839
+1
575
$358K 0.01%
4,861
-286
21 22
23
24 25