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
1801
$17 ﹤0.01%
+4
1802
$16 ﹤0.01%
15
1803
$14 ﹤0.01%
35
1804
$10 ﹤0.01%
+8
1805
$10 ﹤0.01%
4,500
1806
$9 ﹤0.01%
1
1807
0
1808
$6 ﹤0.01%
59,000
1809
0
1810
$4 ﹤0.01%
8,600
1811
$3 ﹤0.01%
+1
1812
$3 ﹤0.01%
1
1813
$3 ﹤0.01%
5,000
1814
$2 ﹤0.01%
+2
1815
$2 ﹤0.01%
1
1816
$1 ﹤0.01%
11,000
1817
$1 ﹤0.01%
12,698
1818
$1 ﹤0.01%
147
1819
$1 ﹤0.01%
1
1820
$1 ﹤0.01%
12,558
1821
-301
1822
-27
1823
-70
1824
-204,587
1825
-10,144