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
1601
$1.3K ﹤0.01%
+66
1602
$1.29K ﹤0.01%
18
1603
$1.29K ﹤0.01%
+17
1604
$1.29K ﹤0.01%
25
1605
$1.27K ﹤0.01%
186
1606
$1.27K ﹤0.01%
17
-9
1607
$1.26K ﹤0.01%
100
1608
$1.25K ﹤0.01%
5,000
1609
$1.25K ﹤0.01%
82
1610
$1.24K ﹤0.01%
+8
1611
$1.24K ﹤0.01%
+1,000
1612
$1.24K ﹤0.01%
100
1613
$1.23K ﹤0.01%
78
1614
$1.21K ﹤0.01%
32
1615
$1.2K ﹤0.01%
134
-33
1616
$1.14K ﹤0.01%
9
1617
$1.13K ﹤0.01%
29
-536
1618
$1.13K ﹤0.01%
10
1619
$1.11K ﹤0.01%
98
1620
$1.09K ﹤0.01%
176
1621
$1.08K ﹤0.01%
76
1622
$1.08K ﹤0.01%
+16
1623
$1.07K ﹤0.01%
75
1624
$1.05K ﹤0.01%
23
1625
$1.05K ﹤0.01%
+10
63 64
65
66 67