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
151
$6.43M 0.13%
456,311
+233,460
152
$6.35M 0.13%
34,680
+11,528
153
$6.15M 0.13%
28,680
+21,833
154
$6.12M 0.13%
35,311
+2,642
155
$5.99M 0.12%
210,230
+83,516
156
$5.96M 0.12%
329,810
-6,620
157
$5.95M 0.12%
120,350
-1,614
158
$5.94M 0.12%
70,922
+109
159
$5.83M 0.12%
47,528
+78
160
$5.82M 0.12%
58,712
+5,484
161
$5.82M 0.12%
263,355
+83,803
162
$5.78M 0.12%
55,418
-1,078
163
$5.74M 0.12%
359,780
+50,200
164
$5.7M 0.12%
10,376
-108
165
$5.64M 0.12%
29,036
-1
166
$5.58M 0.12%
80,391
-2,998
167
$5.57M 0.12%
187,943
-32,760
168
$5.54M 0.12%
189,323
+10,490
169
$5.51M 0.11%
159,451
+4,941
170
$5.42M 0.11%
102,635
+6,007
171
$5.15M 0.11%
45,938
+3,862
172
$5.12M 0.11%
39,854
-1,146
173
$5.07M 0.11%
163,469
-3,173
174
$5.03M 0.1%
32,273
+563
175
$5.03M 0.1%
170,828
+11,675
5 6
7
8 9