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
1501
$2.73K ﹤0.01%
459
1502
$2.72K ﹤0.01%
+15
1503
$2.7K ﹤0.01%
55
+50
1504
$2.69K ﹤0.01%
10
1505
$2.67K ﹤0.01%
32
1506
$2.65K ﹤0.01%
53
-57
1507
$2.64K ﹤0.01%
+20
1508
$2.62K ﹤0.01%
100
1509
$2.62K ﹤0.01%
+13
1510
$2.6K ﹤0.01%
56
+51
1511
$2.57K ﹤0.01%
+10
1512
$2.54K ﹤0.01%
+8
1513
$2.51K ﹤0.01%
400
1514
$2.5K ﹤0.01%
+16
1515
$2.48K ﹤0.01%
100
1516
$2.45K ﹤0.01%
+5
1517
$2.44K ﹤0.01%
46
-604
1518
$2.43K ﹤0.01%
108
1519
$2.42K ﹤0.01%
+25
1520
$2.42K ﹤0.01%
13
-2
1521
$2.42K ﹤0.01%
+33
1522
$2.4K ﹤0.01%
+30
1523
$2.37K ﹤0.01%
+103
1524
$2.36K ﹤0.01%
52
-16
1525
$2.35K ﹤0.01%
+10
59 60
61
62 63