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
926
$62.3K ﹤0.01%
2,943
-513
927
$62.1K ﹤0.01%
1,943
928
$61.8K ﹤0.01%
3,580
-100
929
$61.5K ﹤0.01%
366
+85
930
$60.9K ﹤0.01%
683
931
$60.3K ﹤0.01%
2,624
-24
932
$60K ﹤0.01%
426
+129
933
$59.9K ﹤0.01%
245
-76
934
$59.5K ﹤0.01%
667
935
$58.9K ﹤0.01%
+2,500
936
$58.8K ﹤0.01%
325
+4
937
$58.6K ﹤0.01%
1,000
938
$58.2K ﹤0.01%
20,000
939
$58.1K ﹤0.01%
998
940
$57.7K ﹤0.01%
554
+200
941
$57.6K ﹤0.01%
12,849
942
$57.5K ﹤0.01%
469
+173
943
$57.4K ﹤0.01%
1,850
944
$57K ﹤0.01%
1,901
945
$56.9K ﹤0.01%
384
946
$56.6K ﹤0.01%
875
-600
947
$56.4K ﹤0.01%
646
+624
948
$55.8K ﹤0.01%
7,053
-7,947
949
$55.5K ﹤0.01%
+602
950
$55.1K ﹤0.01%
1,312
+440
36 37
38
39 40