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
1626
$1.04K ﹤0.01%
+7
1627
$1.03K ﹤0.01%
+9
1628
$1.02K ﹤0.01%
+13
1629
$1.02K ﹤0.01%
1,600
1630
$1.01K ﹤0.01%
160
1631
$998 ﹤0.01%
91
1632
$990 ﹤0.01%
20
1633
$946 ﹤0.01%
11
1634
$945 ﹤0.01%
9
-5
1635
$929 ﹤0.01%
+50
1636
$924 ﹤0.01%
19,700
1637
$912 ﹤0.01%
+21
1638
$908 ﹤0.01%
+9
1639
$904 ﹤0.01%
+37
1640
$899 ﹤0.01%
106
1641
$899 ﹤0.01%
+10
1642
$897 ﹤0.01%
+760
1643
$896 ﹤0.01%
+45
1644
$881 ﹤0.01%
32
1645
$866 ﹤0.01%
24,522
1646
$864 ﹤0.01%
35
1647
$864 ﹤0.01%
149
1648
$860 ﹤0.01%
+3
1649
$850 ﹤0.01%
50
1650
$846 ﹤0.01%
36
64 65
66
67 68