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
826
$105K ﹤0.01%
1,304
+254
827
$104K ﹤0.01%
1,219
-250
828
$104K ﹤0.01%
+6,862
829
$103K ﹤0.01%
+1,975
830
$102K ﹤0.01%
199
+4
831
$102K ﹤0.01%
1,869
+67
832
$101K ﹤0.01%
1,145
833
$100K ﹤0.01%
319
+7
834
$99.9K ﹤0.01%
990
-40
835
$99.7K ﹤0.01%
572
-57
836
$99.3K ﹤0.01%
2,041
837
$99K ﹤0.01%
347
838
$98.9K ﹤0.01%
302
+2
839
$98K ﹤0.01%
1,002
840
$97.2K ﹤0.01%
3,460
-495
841
$96.3K ﹤0.01%
1,980
+80
842
$95.9K ﹤0.01%
1,210
-150
843
$93.7K ﹤0.01%
538
+1
844
$93.6K ﹤0.01%
+1,864
845
$93.4K ﹤0.01%
861
-84
846
$92.8K ﹤0.01%
7,000
847
$92.2K ﹤0.01%
237
+25
848
$91.8K ﹤0.01%
3,750
849
$91.5K ﹤0.01%
3,051
-617
850
$91.4K ﹤0.01%
173
-1
32 33
34
35 36