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
976
$48.8K ﹤0.01%
410
-780
977
$48.2K ﹤0.01%
1,966
-4,636
978
$47.7K ﹤0.01%
100
979
$47.7K ﹤0.01%
4,715
980
$47.4K ﹤0.01%
2,315
+15
981
$47.3K ﹤0.01%
656
-185
982
$46.8K ﹤0.01%
750
+4
983
$46.4K ﹤0.01%
234
+6
984
$46.1K ﹤0.01%
469
985
$46K ﹤0.01%
142
986
$45.8K ﹤0.01%
2,750
987
$45.2K ﹤0.01%
300
988
$45K ﹤0.01%
+1,082
989
$45K ﹤0.01%
2,000
990
$44.9K ﹤0.01%
1,576
991
$44.8K ﹤0.01%
150
992
$44K ﹤0.01%
1,000
993
$43.9K ﹤0.01%
210
994
$43.8K ﹤0.01%
806
995
$43.7K ﹤0.01%
584
996
$43.4K ﹤0.01%
5,000
997
$43.2K ﹤0.01%
432
-1
998
$42.9K ﹤0.01%
720
999
$42.6K ﹤0.01%
404
+4
1000
$42.5K ﹤0.01%
95
38 39
40
41 42