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
1251
$13K ﹤0.01%
260
+45
1252
$12.8K ﹤0.01%
215
1253
$12.8K ﹤0.01%
35
-20
1254
$12.8K ﹤0.01%
622
1255
$12.7K ﹤0.01%
385
-120
1256
$12.7K ﹤0.01%
300
1257
$12.7K ﹤0.01%
346
1258
$12.6K ﹤0.01%
1,000
1259
$12.6K ﹤0.01%
1,327
-46
1260
$12.6K ﹤0.01%
539
+214
1261
$12.4K ﹤0.01%
509
+135
1262
$12.4K ﹤0.01%
170
1263
$12.4K ﹤0.01%
475
+175
1264
$12.2K ﹤0.01%
441
1265
$11.8K ﹤0.01%
753
1266
$11.8K ﹤0.01%
106
1267
$11.8K ﹤0.01%
+95
1268
$11.8K ﹤0.01%
42
1269
$11.7K ﹤0.01%
136
1270
$11.6K ﹤0.01%
368
1271
$11.4K ﹤0.01%
70
+2
1272
$11.4K ﹤0.01%
+61
1273
$11.4K ﹤0.01%
+100
1274
$11.2K ﹤0.01%
68
1275
$11.2K ﹤0.01%
77
49 50
51
52 53