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
126
$8.05M 0.17%
55,880
+38,070
127
$7.86M 0.16%
11,249
-58
128
$7.82M 0.16%
10,676
-373
129
$7.79M 0.16%
31,066
-1,679
130
$7.7M 0.16%
56,636
-2,163
131
$7.69M 0.16%
303,396
+25,518
132
$7.65M 0.16%
609,964
+556,590
133
$7.63M 0.16%
69,402
+429
134
$7.48M 0.16%
34,224
+282
135
$7.44M 0.16%
21,681
-285
136
$7.31M 0.15%
30,837
-344
137
$7.27M 0.15%
123,248
-68,440
138
$7.25M 0.15%
39,905
-798
139
$7.13M 0.15%
75,934
+6,029
140
$7.13M 0.15%
91,347
+805
141
$7.1M 0.15%
91,845
+141
142
$7.06M 0.15%
123,783
-1,033
143
$6.94M 0.14%
39,265
+49
144
$6.93M 0.14%
294,680
+17,810
145
$6.91M 0.14%
6,581
-39
146
$6.85M 0.14%
35,032
+3,313
147
$6.84M 0.14%
52,066
-268
148
$6.79M 0.14%
29,491
-94
149
$6.69M 0.14%
43,622
+199
150
$6.68M 0.14%
113,350
-16,610
4 5
6
7 8