AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,978
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$91.3M
3
+$27.8M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
RBA icon
RB Global
RBA
+$13.8M

Top Sells

1
+$68.6M
2
+$27.9M
3
+$27.5M
4
HLIT icon
Harmonic Inc
HLIT
+$25.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M

Sector Composition

1 Industrials 16.88%
2 Technology 11.74%
3 Consumer Discretionary 11.23%
4 Financials 8.55%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.87M 0.04%
2,266
+8
277
$1.87M 0.04%
82,688
-1,733
278
$1.86M 0.04%
97,005
+15,178
279
$1.85M 0.04%
16,188
280
$1.85M 0.04%
4,959
+1
281
$1.84M 0.04%
465,427
-6,117
282
$1.84M 0.04%
145,618
+28,109
283
$1.83M 0.04%
7,045
+385
284
$1.78M 0.04%
42,621
+5,682
285
$1.77M 0.04%
20,841
-755
286
$1.75M 0.04%
69,047
287
$1.74M 0.04%
8,402
+55
288
$1.73M 0.04%
10,110
-552
289
$1.72M 0.04%
33,881
-477
290
$1.71M 0.04%
20,283
-54,786
291
$1.7M 0.04%
141,821
+518
292
$1.69M 0.04%
40,061
-1,713
293
$1.69M 0.04%
6,800
-39
294
$1.68M 0.04%
37,111
-24,247
295
$1.66M 0.04%
+9,779
296
$1.63M 0.04%
12,666
-574
297
$1.6M 0.04%
14,544
+9,941
298
$1.6M 0.04%
146,871
+129,840
299
$1.6M 0.04%
38,756
-7,775
300
$1.6M 0.04%
13,181
-314
10 11
12
13 14