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
951
$54.8K ﹤0.01%
521
+17
952
$54.5K ﹤0.01%
657
953
$54.3K ﹤0.01%
1,100
954
$54.1K ﹤0.01%
1,190
-41
955
$53.4K ﹤0.01%
835
956
$53.3K ﹤0.01%
711
957
$52.8K ﹤0.01%
105
-1
958
$52.7K ﹤0.01%
1,947
+14
959
$52.4K ﹤0.01%
3,000
-11,000
960
$52.3K ﹤0.01%
+1,085
961
$51.6K ﹤0.01%
5,413
+18
962
$51.4K ﹤0.01%
917
963
$50.8K ﹤0.01%
1,091
964
$50.6K ﹤0.01%
528
-2
965
$50.5K ﹤0.01%
918
-75
966
$50.4K ﹤0.01%
+690
967
$50.4K ﹤0.01%
163
+62
968
$50.4K ﹤0.01%
2,600
+2,537
969
$50.3K ﹤0.01%
530
970
$50.2K ﹤0.01%
300
971
$50K ﹤0.01%
3,638
-2,462
972
$49.7K ﹤0.01%
+3,250
973
$49.5K ﹤0.01%
1,029
+100
974
$49.3K ﹤0.01%
771
+2
975
$48.9K ﹤0.01%
750
37 38
39
40 41