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
1276
$11.1K ﹤0.01%
273
+61
1277
$11.1K ﹤0.01%
50
1278
$11.1K ﹤0.01%
76
1279
$11K ﹤0.01%
36
-540
1280
$11K ﹤0.01%
150
1281
$11K ﹤0.01%
27
1282
$10.9K ﹤0.01%
335
1283
$10.9K ﹤0.01%
54
1284
$10.8K ﹤0.01%
+49
1285
$10.7K ﹤0.01%
595
1286
$10.6K ﹤0.01%
151
+31
1287
$10.6K ﹤0.01%
250
1288
$10.6K ﹤0.01%
3,076
+2,250
1289
$10.4K ﹤0.01%
+425
1290
$10.4K ﹤0.01%
330
1291
$10.4K ﹤0.01%
+625
1292
$10.3K ﹤0.01%
+200
1293
$10.2K ﹤0.01%
+235
1294
$10.1K ﹤0.01%
2,000
-10,000
1295
$10K ﹤0.01%
101
1296
$10K ﹤0.01%
+425
1297
$9.96K ﹤0.01%
105
1298
$9.85K ﹤0.01%
124
+34
1299
$9.78K ﹤0.01%
400
1300
$9.71K ﹤0.01%
+110
50 51
52
53 54