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
701
$185K ﹤0.01%
5,500
702
$184K ﹤0.01%
7,541
+2,226
703
$183K ﹤0.01%
4,400
704
$182K ﹤0.01%
2,036
+120
705
$181K ﹤0.01%
2,158
+1,418
706
$181K ﹤0.01%
35,254
-13,617
707
$180K ﹤0.01%
1,609
708
$178K ﹤0.01%
7,946
+82
709
$177K ﹤0.01%
1,098
710
$177K ﹤0.01%
1,332
711
$175K ﹤0.01%
4,156
+2,713
712
$174K ﹤0.01%
12,693
+1,700
713
$174K ﹤0.01%
148,365
714
$173K ﹤0.01%
1,343
715
$173K ﹤0.01%
1,303
716
$172K ﹤0.01%
43,107
+5,238
717
$172K ﹤0.01%
2,530
718
$172K ﹤0.01%
+30,000
719
$171K ﹤0.01%
+5,248
720
$171K ﹤0.01%
3,368
-40
721
$170K ﹤0.01%
12,336
722
$168K ﹤0.01%
4,811
723
$168K ﹤0.01%
2,316
+995
724
$168K ﹤0.01%
6,547
-178
725
$166K ﹤0.01%
959
+26
27 28
29
30 31