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
651
$240K 0.01%
829
+35
652
$239K 0.01%
4,676
+15
653
$237K ﹤0.01%
845
654
$235K ﹤0.01%
14,500
655
$235K ﹤0.01%
2,229
+197
656
$234K ﹤0.01%
5,509
+40
657
$234K ﹤0.01%
880
+3
658
$232K ﹤0.01%
1,063
+660
659
$232K ﹤0.01%
+5,995
660
$231K ﹤0.01%
9,193
+2
661
$228K ﹤0.01%
1,690
662
$220K ﹤0.01%
1,273
-52
663
$220K ﹤0.01%
3,187
-50
664
$219K ﹤0.01%
1,486
-103
665
$219K ﹤0.01%
7,717
+3,294
666
$218K ﹤0.01%
11,950
+11,250
667
$217K ﹤0.01%
20,778
-40,566
668
$215K ﹤0.01%
12,828
669
$215K ﹤0.01%
3,302
-780
670
$211K ﹤0.01%
767
+57
671
$209K ﹤0.01%
3,619
+317
672
$208K ﹤0.01%
200
-26
673
$208K ﹤0.01%
20,324
+324
674
$208K ﹤0.01%
14,165
+3,181
675
$207K ﹤0.01%
5,100
25 26
27
28 29