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
1151
$20.7K ﹤0.01%
258
1152
$20.6K ﹤0.01%
+343
1153
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438
1154
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1155
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1157
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1,005
+996
1158
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1159
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1160
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1163
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1164
$19.7K ﹤0.01%
350
1165
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857
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3,000
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1168
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10,000
1169
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8,000
1170
$19.3K ﹤0.01%
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1171
$19.3K ﹤0.01%
+563
1172
$19.2K ﹤0.01%
+400
1173
$18.9K ﹤0.01%
1,000
1174
$18.8K ﹤0.01%
283
+135
1175
$18.7K ﹤0.01%
400