AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1826
– –
-66,350
1827
– –
-2,000
1828
– –
-389,060
1829
– –
-2,641,762
1830
– –
-4,000
1831
– –
-219
1832
$0 ﹤0.01%
3,000
1833
– –
-100
1834
– –
-57
1835
– –
-1,855
1836
– –
-20
1837
– –
-3
1838
– –
-541,815
1839
– –
-13,000
1840
– –
-2
1841
– –
-12,430
1842
– –
-251
1843
– –
-835,128
1844
– –
-42
1845
– –
-2,250
1846
– –
-28,000
1847
– –
-18,795
1848
– –
-15,000
1849
– –
-39
1850
– –
-20,000
72 73
74
75 76