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
101
$9.92M 0.21%
35,529
-1,173
102
$9.68M 0.2%
+364,200
103
$9.47M 0.2%
30,371
-84,062
104
$9.47M 0.2%
103,959
+715
105
$9.46M 0.2%
151,690
-5,653
106
$9.37M 0.2%
6,164
-694
107
$9.23M 0.19%
21,745
-63
108
$9.12M 0.19%
102,412
-14,995
109
$9.09M 0.19%
1,606,657
+622,595
110
$9.07M 0.19%
36,790
-1,370
111
$8.94M 0.19%
29,405
-222
112
$8.85M 0.18%
67,039
+2,079
113
$8.78M 0.18%
187,688
-29,792
114
$8.75M 0.18%
105,645
-3,267
115
$8.68M 0.18%
195,070
+94,510
116
$8.57M 0.18%
127,023
-26,437
117
$8.47M 0.18%
78,609
-411
118
$8.44M 0.18%
29,913
-494
119
$8.38M 0.17%
43,232
-283
120
$8.37M 0.17%
120,590
-8,840
121
$8.33M 0.17%
96,029
-5,640
122
$8.22M 0.17%
92,560
+820
123
$8.15M 0.17%
10,167
+401
124
$8.15M 0.17%
128,347
+12,449
125
$8.12M 0.17%
742,763
-21,564
3 4
5
6 7