We are live on ! Find out more
AA

Ancora Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.06%
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 20.43%
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
– –
-541,815
1927
– –
-13,000
1928
– –
-2
1929
– –
-12,430
1930
– –
-251
1931
– –
-835,128
1932
– –
-42
1933
– –
-2,250
1934
– –
-12,712
1935
– –
-2,500
1936
– –
-10,125
1937
– –
-9,800
1938
$0 ﹤0.01%
6,540
1939
$0 ﹤0.01%
2,000
1940
$0 ﹤0.01%
3,200
1941
$0 ﹤0.01%
20,213
1942
– –
-2,700
1943
$0 ﹤0.01%
28
1944
$0 ﹤0.01%
400
1945
$0 ﹤0.01%
12,098
1946
$0 ﹤0.01%
310
1947
$0 ﹤0.01%
28
1948
$0 ﹤0.01%
100
1949
– –
-579,907
1950
$0 ﹤0.01%
35,100
75 76 77
78
79