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
1101
$26.2K ﹤0.01%
115
1102
$26.2K ﹤0.01%
108
+106
1103
$26.2K ﹤0.01%
3,000
1104
$26.1K ﹤0.01%
546
1105
$25.8K ﹤0.01%
350
1106
$25.7K ﹤0.01%
401
1107
$25.7K ﹤0.01%
708
+8
1108
$25.6K ﹤0.01%
416
1109
$25.5K ﹤0.01%
+328
1110
$25.4K ﹤0.01%
509
1111
$25.3K ﹤0.01%
403
+30
1112
$25.1K ﹤0.01%
1,195
1113
$25.1K ﹤0.01%
434
1114
$25K ﹤0.01%
2,447
-84
1115
$24.8K ﹤0.01%
1,895
-2,320
1116
$24.6K ﹤0.01%
86
-171
1117
$24.5K ﹤0.01%
137
+22
1118
$24.5K ﹤0.01%
100
-100
1119
$24.4K ﹤0.01%
126
+125
1120
$24.4K ﹤0.01%
500
1121
$24.3K ﹤0.01%
4,000
1122
$24K ﹤0.01%
420
1123
$23.9K ﹤0.01%
+642
1124
$23.8K ﹤0.01%
607
-121
1125
$23.8K ﹤0.01%
695
43 44
45
46 47