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
301
$1.58M 0.04%
54,245
+200
302
$1.58M 0.04%
33,477
+4,301
303
$1.58M 0.04%
8,969
-245
304
$1.58M 0.04%
21,624
+16,681
305
$1.53M 0.03%
132,519
+489
306
$1.51M 0.03%
20,090
+10,940
307
$1.51M 0.03%
13,693
-276
308
$1.5M 0.03%
68,363
+251
309
$1.5M 0.03%
91,660
-77,360
310
$1.5M 0.03%
52,456
311
$1.47M 0.03%
27,193
-3,645
312
$1.44M 0.03%
174,626
313
$1.44M 0.03%
9,869
-268
314
$1.43M 0.03%
114,849
+13,341
315
$1.43M 0.03%
38,091
-39,266
316
$1.43M 0.03%
10,550
+35
317
$1.42M 0.03%
29,133
+17,550
318
$1.41M 0.03%
6,898
-122
319
$1.41M 0.03%
5,928
320
$1.4M 0.03%
116,334
-1,756
321
$1.4M 0.03%
371,509
-1,153
322
$1.39M 0.03%
55,595
+42
323
$1.38M 0.03%
6,847
+1,604
324
$1.36M 0.03%
106,249
+37,653
325
$1.36M 0.03%
5,936
-1,643
11 12
13
14 15