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
1351
$7.11K ﹤0.01%
25
1352
$7.11K ﹤0.01%
+88
1353
$7.05K ﹤0.01%
95
1354
$7.05K ﹤0.01%
68
1355
$7.04K ﹤0.01%
+230
1356
$7.01K ﹤0.01%
127
1357
$7.01K ﹤0.01%
700
1358
$6.99K ﹤0.01%
+23
1359
$6.95K ﹤0.01%
142
1360
$6.85K ﹤0.01%
1,678
1361
$6.79K ﹤0.01%
171
+51
1362
$6.77K ﹤0.01%
1,068
1363
$6.73K ﹤0.01%
137
1364
$6.65K ﹤0.01%
120
1365
$6.62K ﹤0.01%
15
-6
1366
$6.56K ﹤0.01%
+117
1367
$6.52K ﹤0.01%
170
1368
$6.32K ﹤0.01%
650
1369
$6.29K ﹤0.01%
150
1370
$6.28K ﹤0.01%
394
1371
$6.26K ﹤0.01%
+271
1372
$6.24K ﹤0.01%
82
1373
$6.12K ﹤0.01%
33,458
1374
$6.12K ﹤0.01%
500
1375
$6.06K ﹤0.01%
200
53 54
55
56 57