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
1001
$42.3K ﹤0.01%
880
-300
1002
$42.1K ﹤0.01%
175
+148
1003
$41.9K ﹤0.01%
708
1004
$41.9K ﹤0.01%
329
1005
$41.2K ﹤0.01%
517
+5
1006
$41.1K ﹤0.01%
251
+20
1007
$41.1K ﹤0.01%
494
-4
1008
$41.1K ﹤0.01%
434
1009
$40.9K ﹤0.01%
4,000
1010
$40.7K ﹤0.01%
800
1011
$40.1K ﹤0.01%
1,450
1012
$39.8K ﹤0.01%
1,500
1013
$39.3K ﹤0.01%
152
+2
1014
$39.3K ﹤0.01%
950
1015
$38.7K ﹤0.01%
+500
1016
$38.4K ﹤0.01%
+1,072
1017
$38.3K ﹤0.01%
+94
1018
$38.2K ﹤0.01%
400
1019
$38.1K ﹤0.01%
3,199
1020
$38K ﹤0.01%
287
+104
1021
$37.1K ﹤0.01%
1,049
+75
1022
$36.9K ﹤0.01%
4,025
-138
1023
$36.6K ﹤0.01%
1,000
1024
$36.5K ﹤0.01%
3,000
1025
$36.4K ﹤0.01%
400
+173
39 40
41
42 43