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
1676
$647 ﹤0.01%
+68
1677
$647 ﹤0.01%
847
1678
$640 ﹤0.01%
50
1679
$614 ﹤0.01%
+57
1680
$612 ﹤0.01%
+53
1681
$594 ﹤0.01%
7,826
1682
$583 ﹤0.01%
5
-2
1683
$578 ﹤0.01%
2
1684
$573 ﹤0.01%
+300
1685
$564 ﹤0.01%
+49
1686
$557 ﹤0.01%
31
-182
1687
$556 ﹤0.01%
8
1688
$554 ﹤0.01%
13
1689
$554 ﹤0.01%
13,850
1690
$549 ﹤0.01%
127
1691
$548 ﹤0.01%
+2
1692
$547 ﹤0.01%
8
1693
$542 ﹤0.01%
+4
1694
$533 ﹤0.01%
+430
1695
$528 ﹤0.01%
17,548
1696
$517 ﹤0.01%
4
-96
1697
$516 ﹤0.01%
6,450
1698
$507 ﹤0.01%
11
1699
$500 ﹤0.01%
5,000
1700
$493 ﹤0.01%
+2
66 67
68
69 70