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
751
$146K ﹤0.01%
1,654
-352
752
$146K ﹤0.01%
48,800
753
$145K ﹤0.01%
2,000
754
$145K ﹤0.01%
1,024
+89
755
$145K ﹤0.01%
5,730
-1,490
756
$144K ﹤0.01%
5,400
+944
757
$144K ﹤0.01%
8,055
+1,200
758
$141K ﹤0.01%
427
-49
759
$141K ﹤0.01%
5,437
-1,313
760
$140K ﹤0.01%
+2,400
761
$140K ﹤0.01%
859
762
$139K ﹤0.01%
6,500
763
$138K ﹤0.01%
771
-222
764
$138K ﹤0.01%
+10,000
765
$137K ﹤0.01%
11,452
-391
766
$136K ﹤0.01%
1,212
767
$136K ﹤0.01%
3,371
+747
768
$135K ﹤0.01%
2,338
+2,238
769
$134K ﹤0.01%
1,770
-2,754
770
$134K ﹤0.01%
1,150
771
$133K ﹤0.01%
6,000
772
$133K ﹤0.01%
+60,000
773
$132K ﹤0.01%
1,254
+104
774
$132K ﹤0.01%
19,437
775
$131K ﹤0.01%
986
+480
29 30
31
32 33