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
1526
$2.33K ﹤0.01%
44,735
1527
$2.33K ﹤0.01%
76
+1
1528
$2.27K ﹤0.01%
+36
1529
$2.26K ﹤0.01%
165
+111
1530
$2.26K ﹤0.01%
155
1531
$2.26K ﹤0.01%
116
1532
$2.21K ﹤0.01%
+4
1533
$2.2K ﹤0.01%
+143
1534
$2.19K ﹤0.01%
3
+2
1535
$2.19K ﹤0.01%
100
1536
$2.18K ﹤0.01%
+7
1537
$2.18K ﹤0.01%
+468
1538
$2.16K ﹤0.01%
+21
1539
$2.15K ﹤0.01%
+39
1540
$2.09K ﹤0.01%
+30
1541
$2.08K ﹤0.01%
125
1542
$2.06K ﹤0.01%
63
+1
1543
$2.04K ﹤0.01%
+36
1544
$2.04K ﹤0.01%
+300
1545
$2.03K ﹤0.01%
+14
1546
$2K ﹤0.01%
10,449
1547
$1.99K ﹤0.01%
16
1548
$1.99K ﹤0.01%
+29
1549
$1.98K ﹤0.01%
11
+10
1550
$1.98K ﹤0.01%
+100
60 61
62
63 64