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
1476
$3.17K ﹤0.01%
14
1477
$3.17K ﹤0.01%
115
-34
1478
$3.11K ﹤0.01%
28,000
1479
$3.11K ﹤0.01%
117
1480
$3.08K ﹤0.01%
+68
1481
$3.07K ﹤0.01%
473
1482
$3.05K ﹤0.01%
+80
1483
$3.05K ﹤0.01%
19
+5
1484
$3.03K ﹤0.01%
+84
1485
$3.02K ﹤0.01%
+23
1486
$3.01K ﹤0.01%
+49
1487
$2.98K ﹤0.01%
200
1488
$2.95K ﹤0.01%
+20
1489
$2.95K ﹤0.01%
88
+6
1490
$2.92K ﹤0.01%
+381
1491
$2.91K ﹤0.01%
20
1492
$2.9K ﹤0.01%
154
1493
$2.89K ﹤0.01%
499
1494
$2.86K ﹤0.01%
3
-1
1495
$2.84K ﹤0.01%
253
+3
1496
$2.83K ﹤0.01%
50
1497
$2.8K ﹤0.01%
+40
1498
$2.79K ﹤0.01%
75
1499
$2.76K ﹤0.01%
87
+31
1500
$2.75K ﹤0.01%
50
58 59
60
61 62