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
1901
– –
-3
1902
– –
-2,000
1903
– –
-3,500
1904
– –
-58
1905
– –
-12,170
1906
– –
-3,975
1907
– –
-75
1908
– –
0
1909
– –
-36,310
1910
– –
-230
1911
– –
-275
1912
– –
-2
1913
– –
-4,401
1914
– –
-10,000
1915
– –
-55,655
1916
– –
-12,712
1917
– –
-2,500
1918
$0 ﹤0.01%
1
1919
$0 ﹤0.01%
+2
1920
– –
-6,000
1921
$0 ﹤0.01%
6,000
1922
– –
-3,333
1923
$0 ﹤0.01%
5,200
1924
– –
-10,125
1925
– –
-9,800
75 76
77
78 79