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
1426
$4.44K ﹤0.01%
182
1427
$4.42K ﹤0.01%
96
1428
$4.4K ﹤0.01%
21
+2
1429
$4.32K ﹤0.01%
+77
1430
$4.31K ﹤0.01%
54
1431
$4.29K ﹤0.01%
149
1432
$4.27K ﹤0.01%
200
-100
1433
$4.27K ﹤0.01%
+478
1434
$4.22K ﹤0.01%
207
+25
1435
$4.15K ﹤0.01%
26
1436
$4.09K ﹤0.01%
+50
1437
$4.09K ﹤0.01%
150
1438
$4.08K ﹤0.01%
27
1439
$4.06K ﹤0.01%
+111
1440
$4.02K ﹤0.01%
300
1441
$3.98K ﹤0.01%
100
1442
$3.96K ﹤0.01%
+160
1443
$3.91K ﹤0.01%
+256
1444
$3.89K ﹤0.01%
+114
1445
$3.84K ﹤0.01%
+23
1446
$3.82K ﹤0.01%
550
1447
$3.79K ﹤0.01%
5,182
1448
$3.76K ﹤0.01%
39
-3
1449
$3.75K ﹤0.01%
48
-17
1450
$3.72K ﹤0.01%
1,330
56 57
58
59 60