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
1376
$6.05K ﹤0.01%
200
1377
$6.05K ﹤0.01%
100
1378
$6.04K ﹤0.01%
+600
1379
$5.91K ﹤0.01%
+472
1380
$5.9K ﹤0.01%
+11
1381
$5.89K ﹤0.01%
105
1382
$5.88K ﹤0.01%
+113
1383
$5.85K ﹤0.01%
56
-534
1384
$5.78K ﹤0.01%
600
1385
$5.77K ﹤0.01%
10
1386
$5.75K ﹤0.01%
+54
1387
$5.75K ﹤0.01%
+1,000
1388
$5.73K ﹤0.01%
+150
1389
$5.71K ﹤0.01%
+150
1390
$5.66K ﹤0.01%
100
-97
1391
$5.64K ﹤0.01%
70
1392
$5.56K ﹤0.01%
40
1393
$5.56K ﹤0.01%
124
1394
$5.55K ﹤0.01%
476
1395
$5.45K ﹤0.01%
+185
1396
$5.38K ﹤0.01%
82
-2
1397
$5.35K ﹤0.01%
710
1398
$5.33K ﹤0.01%
+57
1399
$5.23K ﹤0.01%
50
1400
$5.17K ﹤0.01%
+34
54 55
56
57 58