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
76
$13.5M 0.28%
2,332
+30
77
$13.2M 0.28%
213,539
-2,646
78
$13.1M 0.27%
68,085
-5,511
79
$12.5M 0.26%
288,126
-24,913
80
$12.4M 0.26%
331,428
-49,379
81
$12.3M 0.26%
63,306
+1,563
82
$12.3M 0.26%
126,136
-5,243
83
$12.3M 0.26%
1,443,980
+48,430
84
$12.1M 0.25%
19,633
-387
85
$12M 0.25%
260,429
+11,649
86
$11.9M 0.25%
219,417
+13,349
87
$11.7M 0.24%
41,700
-518
88
$11.4M 0.24%
180,174
+8,104
89
$11.3M 0.23%
219,385
-1,940
90
$11.2M 0.23%
+732,295
91
$10.9M 0.23%
72,563
+3,477
92
$10.5M 0.22%
18,998
+1,668
93
$10.5M 0.22%
495,335
+104,236
94
$10.2M 0.21%
386,976
+34,411
95
$10.1M 0.21%
296,657
-5,160
96
$10.1M 0.21%
273,025
+860
97
$10.1M 0.21%
107,186
+10,322
98
$10.1M 0.21%
603,055
+7,400
99
$10M 0.21%
105,201
+11,189
100
$9.98M 0.21%
90,651
+6,159
2 3
4
5 6