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
1701
$486 ﹤0.01%
5
1702
$486 ﹤0.01%
78
1703
$474 ﹤0.01%
16,000
1704
$471 ﹤0.01%
50
1705
$468 ﹤0.01%
+40
1706
$462 ﹤0.01%
300
1707
$459 ﹤0.01%
+7
1708
$456 ﹤0.01%
167
+17
1709
$452 ﹤0.01%
40
1710
$434 ﹤0.01%
6,204
1711
$433 ﹤0.01%
8,400
1712
$424 ﹤0.01%
37
1713
$423 ﹤0.01%
+90
1714
$422 ﹤0.01%
15
+6
1715
$409 ﹤0.01%
8,154
1716
$406 ﹤0.01%
+22
1717
$398 ﹤0.01%
+13
1718
$392 ﹤0.01%
80
1719
$391 ﹤0.01%
+15
1720
$389 ﹤0.01%
13
-259
1721
$384 ﹤0.01%
4
1722
$380 ﹤0.01%
32
1723
$380 ﹤0.01%
5
+1
1724
$374 ﹤0.01%
7,500
1725
$372 ﹤0.01%
12
+4
67 68
69
70 71