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
1876
– –
-3,400
1877
– –
-2,380
1878
– –
-10,000
1879
– –
-1
1880
– –
-100
1881
– –
0
1882
– –
-300
1883
– –
-23
1884
– –
-500
1885
– –
-56
1886
– –
-4,200
1887
– –
-6
1888
– –
-46,948
1889
– –
-300
1890
– –
-50
1891
– –
-4,400
1892
– –
-2
1893
– –
-2,150
1894
– –
-465,427
1895
– –
-1
1896
– –
-3
1897
– –
-2,000
1898
– –
-3,500
1899
– –
-58
1900
– –
-12,170
74 75
76
77 78