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
776
$131K ﹤0.01%
2,965
-275
777
$130K ﹤0.01%
1,752
+45
778
$129K ﹤0.01%
2,498
779
$129K ﹤0.01%
1,505
+654
780
$128K ﹤0.01%
5,207
781
$127K ﹤0.01%
+57,253
782
$126K ﹤0.01%
3,190
783
$126K ﹤0.01%
1,000
784
$126K ﹤0.01%
3,270
+3,015
785
$125K ﹤0.01%
1,034
786
$125K ﹤0.01%
11,920
787
$124K ﹤0.01%
700
788
$124K ﹤0.01%
424
+11
789
$124K ﹤0.01%
3,223
+57
790
$123K ﹤0.01%
5,000
791
$123K ﹤0.01%
1,350
792
$123K ﹤0.01%
22,338
793
$123K ﹤0.01%
4,750
-12
794
$122K ﹤0.01%
1,943
795
$122K ﹤0.01%
3,000
-3,000
796
$122K ﹤0.01%
426
797
$121K ﹤0.01%
1,484
798
$121K ﹤0.01%
+35,000
799
$120K ﹤0.01%
+501
800
$119K ﹤0.01%
+1,062
30 31
32
33 34