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
1901
– –
-3,975
1902
– –
-75
1903
– –
0
1904
– –
-36,310
1905
– –
-230
1906
– –
-275
1907
– –
-2
1908
– –
-4,401
1909
– –
-10,000
1910
– –
-55,655
1911
– –
-1,855
1912
– –
-20
1913
– –
-3
1914
– –
-541,815
1915
– –
-13,000
1916
– –
-2
1917
– –
-12,430
1918
– –
-251
1919
– –
-835,128
1920
– –
-42
1921
– –
-2,250
1922
– –
-12,712
1923
– –
-2,500
1924
$0 ﹤0.01%
1
1925
$0 ﹤0.01%
+2
75 76
77
78 79