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
1576
$1.65K ﹤0.01%
57
1577
$1.64K ﹤0.01%
185
1578
$1.64K ﹤0.01%
525
1579
$1.61K ﹤0.01%
100
1580
$1.58K ﹤0.01%
+58
1581
$1.58K ﹤0.01%
25
1582
$1.58K ﹤0.01%
+14
1583
$1.56K ﹤0.01%
23
+3
1584
$1.51K ﹤0.01%
60
1585
$1.49K ﹤0.01%
+12
1586
$1.48K ﹤0.01%
+49
1587
$1.48K ﹤0.01%
30
1588
$1.46K ﹤0.01%
+3
1589
$1.42K ﹤0.01%
33
1590
$1.41K ﹤0.01%
+6
1591
$1.4K ﹤0.01%
+25
1592
$1.38K ﹤0.01%
438
1593
$1.36K ﹤0.01%
+84
1594
$1.35K ﹤0.01%
19
+16
1595
$1.35K ﹤0.01%
45,000
1596
$1.35K ﹤0.01%
1,225
1597
$1.34K ﹤0.01%
+18
1598
$1.33K ﹤0.01%
+41
1599
$1.33K ﹤0.01%
11
1600
$1.32K ﹤0.01%
+140
62 63
64
65 66