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
1776
$115 ﹤0.01%
5
1777
$113 ﹤0.01%
4,366
1778
$105 ﹤0.01%
15,273
1779
$101 ﹤0.01%
5,000
1780
$100 ﹤0.01%
2,500
1781
$92 ﹤0.01%
66
1782
$85 ﹤0.01%
2,791
1783
$84 ﹤0.01%
14,004
1784
$83 ﹤0.01%
2,607
1785
$83 ﹤0.01%
3,250
1786
$75 ﹤0.01%
2,500
1787
– –
0
1788
$71 ﹤0.01%
5,050
1789
$69 ﹤0.01%
17,300
1790
$59 ﹤0.01%
3
+1
1791
$59 ﹤0.01%
2,500
1792
$57 ﹤0.01%
44
1793
$53 ﹤0.01%
6,139
1794
$51 ﹤0.01%
12
+8
1795
$40 ﹤0.01%
1
-299
1796
$31 ﹤0.01%
10
1797
– –
0
1798
$22 ﹤0.01%
10
1799
$18 ﹤0.01%
6
1800
$18 ﹤0.01%
1
70 71
72
73 74