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
1326
$8.58K ﹤0.01%
200
-250
1327
$8.55K ﹤0.01%
500
1328
$8.52K ﹤0.01%
38
1329
$8.3K ﹤0.01%
193
+64
1330
$8.21K ﹤0.01%
1,000
1331
$8.1K ﹤0.01%
800
1332
$8.07K ﹤0.01%
+144
1333
$8.05K ﹤0.01%
1,500
1334
$8.05K ﹤0.01%
200
1335
$8.02K ﹤0.01%
270
1336
$7.94K ﹤0.01%
100
1337
$7.94K ﹤0.01%
950
1338
$7.74K ﹤0.01%
108
1339
$7.61K ﹤0.01%
+336
1340
$7.56K ﹤0.01%
87
+1
1341
$7.46K ﹤0.01%
150
1342
$7.43K ﹤0.01%
76
1343
$7.41K ﹤0.01%
423
+297
1344
$7.4K ﹤0.01%
319
1345
$7.3K ﹤0.01%
54
1346
$7.26K ﹤0.01%
+74
1347
$7.2K ﹤0.01%
+85
1348
$7.16K ﹤0.01%
553
1349
$7.15K ﹤0.01%
42
+1
1350
$7.13K ﹤0.01%
+488
52 53
54
55 56