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
1126
$23.8K ﹤0.01%
800
1127
$23.7K ﹤0.01%
400
1128
$23.7K ﹤0.01%
834
1129
$23.5K ﹤0.01%
20
1130
$23.5K ﹤0.01%
2,000
1131
$22.9K ﹤0.01%
105
+32
1132
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1,250
1133
$22.8K ﹤0.01%
3,800
1134
$22.8K ﹤0.01%
514
1135
$22.4K ﹤0.01%
+266
1136
$22.2K ﹤0.01%
+600
1137
$21.9K ﹤0.01%
271
1138
$21.9K ﹤0.01%
624
1139
$21.8K ﹤0.01%
+1,413
1140
$21.8K ﹤0.01%
162
+12
1141
$21.6K ﹤0.01%
340
+40
1142
$21.5K ﹤0.01%
125
+25
1143
$21.5K ﹤0.01%
352
1144
$21.4K ﹤0.01%
231
-534
1145
$21.1K ﹤0.01%
418
1146
$21.1K ﹤0.01%
2,380
1147
$21K ﹤0.01%
500
1148
$20.9K ﹤0.01%
625
1149
$20.9K ﹤0.01%
200
1150
$20.8K ﹤0.01%
175