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
1076
$29.3K ﹤0.01%
+203
1077
$29.1K ﹤0.01%
118
1078
$29.1K ﹤0.01%
382
+6
1079
$29K ﹤0.01%
316
+182
1080
$28.9K ﹤0.01%
51
+50
1081
$28.6K ﹤0.01%
845
1082
$28.5K ﹤0.01%
1,804
1083
$28.2K ﹤0.01%
974
+739
1084
$28.2K ﹤0.01%
1,045
-200
1085
$28.1K ﹤0.01%
90
+4
1086
$27.9K ﹤0.01%
474
+291
1087
$27.7K ﹤0.01%
600
1088
$27.5K ﹤0.01%
200
+3
1089
$27.4K ﹤0.01%
13,000
1090
$27.2K ﹤0.01%
245
+22
1091
$27.1K ﹤0.01%
202
-7
1092
$27.1K ﹤0.01%
598
-10,405
1093
$27K ﹤0.01%
471
1094
$27K ﹤0.01%
400
1095
$26.9K ﹤0.01%
248
1096
$26.8K ﹤0.01%
575
1097
$26.6K ﹤0.01%
1,102
1098
$26.4K ﹤0.01%
+10,000
1099
$26.3K ﹤0.01%
+615
1100
$26.3K ﹤0.01%
5,069
+69
42 43
44
45 46