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
576
$355K 0.01%
695
+30
577
$354K 0.01%
89,078
-49,971
578
$351K 0.01%
5,606
-433
579
$351K 0.01%
14,477
+4
580
$351K 0.01%
+166,960
581
$349K 0.01%
6,069
582
$346K 0.01%
19,581
583
$345K 0.01%
24,052
-231,802
584
$343K 0.01%
4,196
-531
585
$338K 0.01%
3,049
+3
586
$334K 0.01%
2,528
587
$334K 0.01%
22,569
+3,140
588
$333K 0.01%
3,822
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589
$330K 0.01%
2,810
590
$330K 0.01%
19,035
591
$329K 0.01%
6,720
+803
592
$329K 0.01%
4,872
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593
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5,810
594
$325K 0.01%
17,118
595
$324K 0.01%
+88,660
596
$324K 0.01%
11,033
-4,845
597
$324K 0.01%
4,599
+23
598
$324K 0.01%
30,500
599
$323K 0.01%
1,238
-125
600
$322K 0.01%
16,368
22 23
24
25 26