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
1026
$36.3K ﹤0.01%
+1,165
1027
$36.3K ﹤0.01%
1,394
1028
$36K ﹤0.01%
1,325
1029
$36K ﹤0.01%
+888
1030
$35.9K ﹤0.01%
316
-16
1031
$35.9K ﹤0.01%
685
+15
1032
$35.9K ﹤0.01%
500
1033
$35.8K ﹤0.01%
1,042
+20
1034
$35.5K ﹤0.01%
1,368
1035
$35.2K ﹤0.01%
180
+100
1036
$34.8K ﹤0.01%
500
1037
$34.8K ﹤0.01%
1,509
1038
$34.8K ﹤0.01%
640
+357
1039
$34.7K ﹤0.01%
1,636
1040
$34.6K ﹤0.01%
1,000
1041
$34.5K ﹤0.01%
358
1042
$34.4K ﹤0.01%
+8,000
1043
$34.2K ﹤0.01%
265
+65
1044
$33.9K ﹤0.01%
167
+8
1045
$33.8K ﹤0.01%
265
+2
1046
$33.4K ﹤0.01%
206
-2
1047
$33K ﹤0.01%
519
+482
1048
$32.7K ﹤0.01%
354
1049
$32.6K ﹤0.01%
134
1050
$32.6K ﹤0.01%
400
40 41
42
43 44