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
1926
– –
-6,000
1927
$0 ﹤0.01%
6,000
1928
– –
-3,333
1929
$0 ﹤0.01%
5,200
1930
– –
-10,125
1931
$0 ﹤0.01%
70,000
1932
$0 ﹤0.01%
32,365
1933
$0 ﹤0.01%
4,300
1934
$0 ﹤0.01%
17,542
1935
$0 ﹤0.01%
15,470
1936
$0 ﹤0.01%
4,360
1937
$0 ﹤0.01%
2,600
1938
$0 ﹤0.01%
5,298
1939
$0 ﹤0.01%
6,540
1940
$0 ﹤0.01%
2,000
1941
$0 ﹤0.01%
3,200
1942
$0 ﹤0.01%
20,213
1943
– –
-2,700
1944
$0 ﹤0.01%
28
1945
$0 ﹤0.01%
400
1946
$0 ﹤0.01%
12,098
1947
$0 ﹤0.01%
310
1948
$0 ﹤0.01%
28
1949
$0 ﹤0.01%
100
1950
– –
-579,907
75 76 77
78
79