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
1
$293M 6.1%
1,144,140
+180,640
2
$204M 4.26%
5,516,535
+39,068
3
$134M 2.8%
486,962
-44,671
4
$124M 2.59%
218,751
-1,756
5
$122M 2.54%
244,810
+37
6
$115M 2.4%
560,496
-7,328
7
$90.3M 1.88%
850,790
-189,818
8
$89.2M 1.86%
660,503
+10,078
9
$88.6M 1.85%
305,757
-895
10
$82.9M 1.73%
1,635,175
+8,878
11
$70.6M 1.47%
197,704
+2,408
12
$66M 1.38%
2,022,044
+1,980,319
13
$65.5M 1.36%
298,364
+130,547
14
$64.2M 1.34%
345,755
+1,727
15
$58.9M 1.23%
+1,898,485
16
$54.7M 1.14%
88,178
+3,750
17
$50.6M 1.05%
281,222
+850
18
$50.2M 1.05%
174,428
-27,420
19
$50.1M 1.04%
214,998
+5,113
20
$47.3M 0.99%
97,400
-2,619
21
$45.6M 0.95%
61,784
+43,152
22
$45.5M 0.95%
380,147
+2,719
23
$43.5M 0.91%
118,624
-147
24
$41.7M 0.87%
143,116
+1,256
25
$40.5M 0.85%
882,328
+882,128
1
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