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
601
$321K 0.01%
2,653
-154
602
$320K 0.01%
15,981
603
$318K 0.01%
11,343
+1,737
604
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1,519
605
$315K 0.01%
6,000
606
$313K 0.01%
1,014
-108
607
$311K 0.01%
14,140
-8,940
608
$309K 0.01%
3,394
609
$306K 0.01%
16,364
610
$305K 0.01%
14,700
611
$305K 0.01%
64,131
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612
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613
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14,390
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614
$299K 0.01%
5,769
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615
$296K 0.01%
2,125
616
$294K 0.01%
577
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$293K 0.01%
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618
$292K 0.01%
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619
$290K 0.01%
1,382
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620
$284K 0.01%
2,246
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621
$284K 0.01%
2,800
622
$282K 0.01%
20,000
+10,000
623
$278K 0.01%
2,806
+37
624
$277K 0.01%
5,796
+4,970
625
$274K 0.01%
344
-18
23 24
25
26 27