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
1401
$5.17K ﹤0.01%
67
+38
1402
$5.16K ﹤0.01%
88
-397
1403
$5.05K ﹤0.01%
+117
1404
$5.02K ﹤0.01%
1,522
1405
$5.01K ﹤0.01%
66
1406
$4.99K ﹤0.01%
+72
1407
$4.89K ﹤0.01%
14
-2
1408
$4.84K ﹤0.01%
241
1409
$4.84K ﹤0.01%
95
1410
$4.81K ﹤0.01%
137
1411
$4.79K ﹤0.01%
101
1412
$4.78K ﹤0.01%
+47
1413
$4.76K ﹤0.01%
+35
1414
$4.73K ﹤0.01%
25
+1
1415
$4.72K ﹤0.01%
+25
1416
$4.68K ﹤0.01%
+250
1417
$4.68K ﹤0.01%
+34
1418
$4.67K ﹤0.01%
23
1419
$4.65K ﹤0.01%
328
+18
1420
$4.61K ﹤0.01%
+646
1421
$4.58K ﹤0.01%
173
1422
$4.57K ﹤0.01%
+164
1423
$4.55K ﹤0.01%
55
1424
$4.52K ﹤0.01%
8,378
1425
$4.45K ﹤0.01%
313
55 56
57
58 59