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
1451
$3.71K ﹤0.01%
1
1452
$3.68K ﹤0.01%
+23
1453
$3.68K ﹤0.01%
100
1454
$3.66K ﹤0.01%
2
1455
$3.62K ﹤0.01%
550
1456
$3.61K ﹤0.01%
34
1457
$3.56K ﹤0.01%
320
1458
$3.54K ﹤0.01%
171
1459
$3.52K ﹤0.01%
+109
1460
$3.5K ﹤0.01%
8
+7
1461
$3.45K ﹤0.01%
+11
1462
$3.39K ﹤0.01%
+22
1463
$3.33K ﹤0.01%
1,450
1464
$3.33K ﹤0.01%
+134
1465
$3.32K ﹤0.01%
33
1466
$3.32K ﹤0.01%
160
1467
$3.31K ﹤0.01%
+61
1468
$3.29K ﹤0.01%
+29
1469
$3.28K ﹤0.01%
250
1470
$3.27K ﹤0.01%
1,501
+1,500
1471
$3.26K ﹤0.01%
+65
1472
$3.25K ﹤0.01%
+765
1473
$3.21K ﹤0.01%
145
+81
1474
$3.21K ﹤0.01%
+6
1475
$3.19K ﹤0.01%
+159
57 58
59
60 61