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
51
$19M 0.4%
83,870
-667
52
$19M 0.4%
522,382
+16,892
53
$18.2M 0.38%
+1,670,000
54
$18.2M 0.38%
198,364
+6,391
55
$18.1M 0.38%
821,290
56
$17.7M 0.37%
217,534
+8,617
57
$17.6M 0.37%
101,435
+23,240
58
$17.4M 0.36%
322,393
+30,100
59
$17.2M 0.36%
30,536
+208
60
$17.1M 0.36%
17,317
-556
61
$17.1M 0.36%
204,474
+15,170
62
$17.1M 0.36%
165,717
-339
63
$16.7M 0.35%
94,701
+1,072
64
$16M 0.33%
252,185
+2,040
65
$15.6M 0.32%
106,607
-2,398
66
$15.4M 0.32%
366,881
+850
67
$15.1M 0.31%
360,040
+4,250
68
$14.6M 0.31%
48,090
-18
69
$14.3M 0.3%
75,530
+1,327
70
$14M 0.29%
68,583
+4,649
71
$14M 0.29%
175,886
-1,256
72
$14M 0.29%
39,298
-1,033
73
$13.8M 0.29%
360,217
+14,005
74
$13.7M 0.29%
125,468
+3,406
75
$13.6M 0.28%
374,045
+3,700
1 2
3
4 5