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
726
$165K ﹤0.01%
2,134
+59
727
$165K ﹤0.01%
18,207
728
$165K ﹤0.01%
6,328
-500
729
$164K ﹤0.01%
3,669
+1,409
730
$164K ﹤0.01%
1,293
+10
731
$163K ﹤0.01%
1,655
+50
732
$163K ﹤0.01%
3,930
-160
733
$160K ﹤0.01%
3,700
+593
734
$160K ﹤0.01%
6,671
735
$158K ﹤0.01%
2,560
736
$158K ﹤0.01%
3,019
-2
737
$158K ﹤0.01%
14,465
-495
738
$156K ﹤0.01%
1,289
-104
739
$156K ﹤0.01%
10,009
-2,803
740
$156K ﹤0.01%
3,560
-25
741
$155K ﹤0.01%
21
+19
742
$155K ﹤0.01%
6,913
-236
743
$155K ﹤0.01%
7,562
+6,490
744
$153K ﹤0.01%
2,977
745
$152K ﹤0.01%
988
746
$151K ﹤0.01%
5,597
747
$151K ﹤0.01%
1,861
748
$148K ﹤0.01%
2,363
749
$147K ﹤0.01%
+420
750
$147K ﹤0.01%
1,031
28 29
30
31 32