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
1051
$32.6K ﹤0.01%
1,080
1052
$32.6K ﹤0.01%
405
1053
$32.5K ﹤0.01%
754
1054
$32.4K ﹤0.01%
491
+31
1055
$32.4K ﹤0.01%
1,350
1056
$32.1K ﹤0.01%
79
+4
1057
$31.9K ﹤0.01%
3,060
-53,740
1058
$31.9K ﹤0.01%
3,180
1059
$31.7K ﹤0.01%
1,196
+132
1060
$31.7K ﹤0.01%
145
-2
1061
$31.5K ﹤0.01%
60
-1
1062
$31.2K ﹤0.01%
130
+126
1063
$31.2K ﹤0.01%
360
1064
$31K ﹤0.01%
595
1065
$30.9K ﹤0.01%
3,750
1066
$30.8K ﹤0.01%
+600
1067
$30.6K ﹤0.01%
1,552
+29
1068
$30.5K ﹤0.01%
337
+242
1069
$30.3K ﹤0.01%
74
+1
1070
$30.2K ﹤0.01%
445
+400
1071
$30K ﹤0.01%
385
-350
1072
$30K ﹤0.01%
1,281
+272
1073
$29.8K ﹤0.01%
3,700
1074
$29.6K ﹤0.01%
420
1075
$29.4K ﹤0.01%
1,551
41 42
43
44 45