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
851
$91.2K ﹤0.01%
1,831
852
$91K ﹤0.01%
1,107
853
$90.2K ﹤0.01%
4,104
854
$89.7K ﹤0.01%
2,007
855
$89.4K ﹤0.01%
845
+2
856
$89.1K ﹤0.01%
1,600
857
$88.2K ﹤0.01%
1,091
+3
858
$87.2K ﹤0.01%
9,209
-600
859
$86.7K ﹤0.01%
494
-3
860
$86.1K ﹤0.01%
114
+2
861
$85.9K ﹤0.01%
500
862
$85.4K ﹤0.01%
795
+350
863
$85.2K ﹤0.01%
4,600
864
$85K ﹤0.01%
950
865
$84.5K ﹤0.01%
271
866
$83.6K ﹤0.01%
1,196
+47
867
$81.8K ﹤0.01%
+6,930
868
$81K ﹤0.01%
853
+521
869
$80K ﹤0.01%
834
+3
870
$79.9K ﹤0.01%
1,635
+21
871
$79.9K ﹤0.01%
1,820
872
$79.8K ﹤0.01%
280
+100
873
$79.7K ﹤0.01%
1,335
+35
874
$79K ﹤0.01%
2,000
875
$78.8K ﹤0.01%
6,979
-210
33 34
35
36 37