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
876
$78.7K ﹤0.01%
2,121
877
$78.6K ﹤0.01%
7,248
-14,641
878
$78.4K ﹤0.01%
5,712
879
$77.8K ﹤0.01%
776
+5
880
$77.3K ﹤0.01%
1,183
881
$77K ﹤0.01%
300
882
$76.7K ﹤0.01%
1,011
+200
883
$76.6K ﹤0.01%
2,769
884
$75.5K ﹤0.01%
600
885
$74.8K ﹤0.01%
1,520
-265
886
$74.6K ﹤0.01%
600
887
$74.6K ﹤0.01%
932
-2
888
$74.5K ﹤0.01%
728
+24
889
$74.3K ﹤0.01%
1,105
890
$73.4K ﹤0.01%
850
891
$73.2K ﹤0.01%
674
892
$72.9K ﹤0.01%
1,712
+497
893
$72.4K ﹤0.01%
940
+40
894
$72.1K ﹤0.01%
462,769
-1,133,500
895
$71.8K ﹤0.01%
1,000
-1,000
896
$71.5K ﹤0.01%
175
-1
897
$71.1K ﹤0.01%
895
898
$71K ﹤0.01%
1,775
-273
899
$71K ﹤0.01%
1,345
900
$70.8K ﹤0.01%
145
+7
34 35
36
37 38