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
1301
$9.66K ﹤0.01%
+391
1302
$9.6K ﹤0.01%
208
-8
1303
$9.55K ﹤0.01%
293
-2,245
1304
$9.53K ﹤0.01%
80
1305
$9.51K ﹤0.01%
156
1306
$9.5K ﹤0.01%
194
1307
$9.47K ﹤0.01%
+228
1308
$9.46K ﹤0.01%
78
1309
$9.44K ﹤0.01%
183
+26
1310
$9.39K ﹤0.01%
+173
1311
$9.28K ﹤0.01%
138
+103
1312
$9.24K ﹤0.01%
160
1313
$9.23K ﹤0.01%
199
1314
$9.16K ﹤0.01%
2,000
1315
$9.14K ﹤0.01%
311
+58
1316
$9.12K ﹤0.01%
+274
1317
$9.11K ﹤0.01%
122
+2
1318
$8.98K ﹤0.01%
100
1319
$8.96K ﹤0.01%
175
1320
$8.96K ﹤0.01%
200
1321
$8.95K ﹤0.01%
+6,300
1322
$8.91K ﹤0.01%
150
-300
1323
$8.71K ﹤0.01%
19,800
1324
$8.71K ﹤0.01%
1,332
1325
$8.65K ﹤0.01%
57
+1
51 52
53
54 55