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
901
$70.3K ﹤0.01%
8,093
-71
902
$69.7K ﹤0.01%
442
-725
903
$68.7K ﹤0.01%
864
904
$68.6K ﹤0.01%
1,791
905
$68.3K ﹤0.01%
758
-6
906
$67.9K ﹤0.01%
500
-325
907
$67.9K ﹤0.01%
6,500
908
$67.6K ﹤0.01%
709
909
$67K ﹤0.01%
500
910
$66.9K ﹤0.01%
3,230
+2,000
911
$66.6K ﹤0.01%
5,000
912
$66.4K ﹤0.01%
1,410
+860
913
$66.2K ﹤0.01%
1,000
914
$65.9K ﹤0.01%
+450
915
$65.5K ﹤0.01%
492
916
$65.3K ﹤0.01%
135
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917
$64.6K ﹤0.01%
872
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918
$64.6K ﹤0.01%
2,602
919
$64.2K ﹤0.01%
1,024
920
$64K ﹤0.01%
500
921
$63.6K ﹤0.01%
1,000
922
$63.5K ﹤0.01%
242
923
$63K ﹤0.01%
365
+182
924
$62.8K ﹤0.01%
1,865
925
$62.4K ﹤0.01%
924
35 36
37
38 39