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
1726
$360 ﹤0.01%
222
1727
$358 ﹤0.01%
20,339
1728
$354 ﹤0.01%
58
1729
$351 ﹤0.01%
+2
1730
$350 ﹤0.01%
6
1731
$332 ﹤0.01%
+1
1732
$331 ﹤0.01%
+2
1733
$326 ﹤0.01%
+20
1734
$323 ﹤0.01%
5,050
1735
$304 ﹤0.01%
7
1736
$301 ﹤0.01%
+14
1737
$298 ﹤0.01%
9
1738
$298 ﹤0.01%
1
1739
$294 ﹤0.01%
1
1740
$288 ﹤0.01%
9,996
1741
$288 ﹤0.01%
2
1742
$282 ﹤0.01%
5
1743
$270 ﹤0.01%
34
1744
$270 ﹤0.01%
8,347
1745
$265 ﹤0.01%
+11
1746
$265 ﹤0.01%
189
1747
$260 ﹤0.01%
5
1748
$258 ﹤0.01%
1
1749
$251 ﹤0.01%
+2
1750
$243 ﹤0.01%
1
68 69
70
71 72