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
176
$4.95M 0.1%
546,018
-51,983
177
$4.92M 0.1%
114,190
-62,420
178
$4.91M 0.1%
235,677
+123,480
179
$4.75M 0.1%
17,815
-563
180
$4.61M 0.1%
952,358
-938,845
181
$4.59M 0.1%
123,289
+13,411
182
$4.54M 0.09%
170,900
+15,362
183
$4.4M 0.09%
36,887
+378
184
$4.38M 0.09%
132,866
+29,687
185
$4.37M 0.09%
97,035
+2,251
186
$4.35M 0.09%
87,926
187
$4.3M 0.09%
253,222
-479,871
188
$4.23M 0.09%
19,076
+147
189
$4.08M 0.09%
332,912
+6,191
190
$4.07M 0.08%
209,756
+1,790
191
$4.05M 0.08%
26,632
-17,496
192
$4.05M 0.08%
126,729
+62,080
193
$4.04M 0.08%
182,912
+8,143
194
$4.04M 0.08%
32,700
-219
195
$3.98M 0.08%
138,216
+11,110
196
$3.96M 0.08%
71,486
-13,170
197
$3.94M 0.08%
419,340
-177,910
198
$3.91M 0.08%
38,040
+2,500
199
$3.87M 0.08%
262,501
+472
200
$3.86M 0.08%
8,880
-1,020
6 7
8
9 10