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
1651
$843 ﹤0.01%
192
1652
$841 ﹤0.01%
2
1653
$839 ﹤0.01%
+24
1654
$830 ﹤0.01%
15
-6
1655
$811 ﹤0.01%
+10,125
1656
$801 ﹤0.01%
10,000
1657
$798 ﹤0.01%
+6,000
1658
$797 ﹤0.01%
+28
1659
$790 ﹤0.01%
19
1660
$779 ﹤0.01%
+6
1661
$777 ﹤0.01%
51,800
1662
$774 ﹤0.01%
3,294
1663
$761 ﹤0.01%
+88
1664
$759 ﹤0.01%
+6
1665
$757 ﹤0.01%
32
-2,000
1666
$735 ﹤0.01%
64
1667
$734 ﹤0.01%
+49
1668
$727 ﹤0.01%
+56
1669
$722 ﹤0.01%
+22
1670
$699 ﹤0.01%
13
1671
$696 ﹤0.01%
+29
1672
$693 ﹤0.01%
10
1673
$680 ﹤0.01%
35
-2
1674
$670 ﹤0.01%
250
1675
$655 ﹤0.01%
4
+2
65 66
67
68 69