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
1176
$18.6K ﹤0.01%
202
+27
1177
$18.6K ﹤0.01%
745
-745
1178
$18.5K ﹤0.01%
781
-167
1179
$18.5K ﹤0.01%
248
1180
$18.4K ﹤0.01%
959
-8
1181
$18.3K ﹤0.01%
556
1182
$18.1K ﹤0.01%
+527
1183
$18.1K ﹤0.01%
225
1184
$17.9K ﹤0.01%
186
-3
1185
$17.8K ﹤0.01%
+970
1186
$17.6K ﹤0.01%
23
+3
1187
$17.5K ﹤0.01%
116
1188
$17.4K ﹤0.01%
356
1189
$17.4K ﹤0.01%
234
1190
$17.4K ﹤0.01%
5,800
1191
$17.2K ﹤0.01%
133
+16
1192
$17K ﹤0.01%
450
1193
$16.9K ﹤0.01%
392
1194
$16.9K ﹤0.01%
+250
1195
$16.9K ﹤0.01%
48
+2
1196
$16.8K ﹤0.01%
1,000
1197
$16.8K ﹤0.01%
3,391
1198
$16.7K ﹤0.01%
754
1199
$16.4K ﹤0.01%
35
1200
$16.3K ﹤0.01%
1,573
+74