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
801
$119K ﹤0.01%
906
802
$119K ﹤0.01%
4,780
803
$118K ﹤0.01%
1,150
804
$116K ﹤0.01%
1,593
805
$116K ﹤0.01%
717
-2
806
$116K ﹤0.01%
6,500
807
$115K ﹤0.01%
3,848
+150
808
$115K ﹤0.01%
1,200
-102
809
$115K ﹤0.01%
1,048
810
$114K ﹤0.01%
1,128
-204
811
$112K ﹤0.01%
3,670
+1,513
812
$111K ﹤0.01%
2,769
+150
813
$111K ﹤0.01%
1,656
+871
814
$109K ﹤0.01%
9,500
815
$109K ﹤0.01%
+1,000
816
$109K ﹤0.01%
1,398
+9
817
$109K ﹤0.01%
1,353
-671
818
$109K ﹤0.01%
392
819
$108K ﹤0.01%
4,283
820
$108K ﹤0.01%
911
-100
821
$107K ﹤0.01%
11,000
822
$107K ﹤0.01%
17,493
-27,430
823
$105K ﹤0.01%
260
+20
824
$105K ﹤0.01%
1,000
825
$105K ﹤0.01%
3,299
31 32
33
34 35