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
1226
$14.7K ﹤0.01%
513
-2,565
1227
$14.7K ﹤0.01%
+200
1228
$14.7K ﹤0.01%
69
1229
$14.7K ﹤0.01%
1,200
1230
$14.7K ﹤0.01%
452
+415
1231
$14.6K ﹤0.01%
1,550
-2,600
1232
$14.5K ﹤0.01%
1,400
1233
$14.5K ﹤0.01%
1,320
1234
$14.5K ﹤0.01%
168
1235
$14.5K ﹤0.01%
147
1236
$14.4K ﹤0.01%
37
+11
1237
$14.3K ﹤0.01%
5
1238
$14.2K ﹤0.01%
338
-123
1239
$14.2K ﹤0.01%
350
1240
$14.2K ﹤0.01%
291
1241
$14.1K ﹤0.01%
1,367
1242
$14.1K ﹤0.01%
+225
1243
$14K ﹤0.01%
135
1244
$14K ﹤0.01%
67
+7
1245
$13.9K ﹤0.01%
1,000
1246
$13.4K ﹤0.01%
400
1247
$13.4K ﹤0.01%
3,060
1248
$13.4K ﹤0.01%
186
+58
1249
$13.2K ﹤0.01%
100
1250
$13.2K ﹤0.01%
250
-56
48 49
50
51 52