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
626
$273K 0.01%
2,776
627
$271K 0.01%
5,514
-32,577
628
$267K 0.01%
3,825
-6,251
629
$267K 0.01%
5,141
630
$266K 0.01%
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631
$264K 0.01%
2,625
632
$262K 0.01%
4,282
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633
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634
$259K 0.01%
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635
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1,074
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636
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637
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638
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22,705
-39,590
639
$253K 0.01%
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640
$253K 0.01%
1,066
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641
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645
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646
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648
$242K 0.01%
1,797
-55
649
$241K 0.01%
10,316
650
$240K 0.01%
2,191
+412
24 25
26
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