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
1551
$1.97K ﹤0.01%
+32
1552
$1.97K ﹤0.01%
18
1553
$1.97K ﹤0.01%
60
1554
$1.92K ﹤0.01%
+34
1555
$1.9K ﹤0.01%
+500
1556
$1.89K ﹤0.01%
5
1557
$1.83K ﹤0.01%
+27
1558
$1.82K ﹤0.01%
37
-25
1559
$1.79K ﹤0.01%
42
1560
$1.79K ﹤0.01%
100
1561
$1.76K ﹤0.01%
+46
1562
$1.76K ﹤0.01%
1,100
1563
$1.76K ﹤0.01%
54
1564
$1.76K ﹤0.01%
+17
1565
$1.75K ﹤0.01%
25,000
1566
$1.74K ﹤0.01%
3
-2
1567
$1.73K ﹤0.01%
+19
1568
$1.71K ﹤0.01%
+24
1569
$1.7K ﹤0.01%
+6
1570
$1.69K ﹤0.01%
+208
1571
$1.69K ﹤0.01%
+47
1572
$1.69K ﹤0.01%
126
1573
$1.67K ﹤0.01%
+105
1574
$1.66K ﹤0.01%
185
1575
$1.66K ﹤0.01%
+117
61 62
63
64 65