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
201
$3.8M 0.08%
12,460
-1,792
202
$3.75M 0.08%
167,534
+2,800
203
$3.74M 0.08%
98,483
+9,441
204
$3.68M 0.08%
264,860
+239,720
205
$3.66M 0.08%
+311,773
206
$3.6M 0.08%
114,781
-126,997
207
$3.59M 0.07%
9,275
+2,064
208
$3.52M 0.07%
40,400
-2,475
209
$3.48M 0.07%
67,483
-3,023
210
$3.48M 0.07%
65,643
+3,788
211
$3.45M 0.07%
450,070
+23,450
212
$3.45M 0.07%
8,527
-136
213
$3.4M 0.07%
11,010
-47
214
$3.37M 0.07%
68,814
-12,861
215
$3.37M 0.07%
17,064
-464
216
$3.36M 0.07%
16,188
-498
217
$3.34M 0.07%
141,885
-26,240
218
$3.21M 0.07%
10,015
+55
219
$3.19M 0.07%
19,217
-972
220
$3.19M 0.07%
121,231
-11,815
221
$3.16M 0.07%
1,068,531
222
$3.12M 0.07%
132,204
+63,434
223
$3.09M 0.06%
15,929
-25
224
$3.08M 0.06%
102,410
-12,500
225
$3.08M 0.06%
72,854
-3,983
7 8
9
10 11