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
326
$1.36M 0.03%
14,870
+660
327
$1.35M 0.03%
525,690
+305,660
328
$1.35M 0.03%
5,519
-2
329
$1.34M 0.03%
59,345
+13,600
330
$1.33M 0.03%
7,785
+1,634
331
$1.32M 0.03%
18,553
+458
332
$1.32M 0.03%
706
-25
333
$1.32M 0.03%
175,754
+3,243
334
$1.3M 0.03%
51,491
-1,741
335
$1.3M 0.03%
11,877
-474
336
$1.26M 0.03%
17,524
-75
337
$1.25M 0.03%
68,770
+68,705
338
$1.24M 0.03%
6,191
-115
339
$1.23M 0.03%
222,548
-80,072
340
$1.23M 0.03%
10,474
-2,314
341
$1.23M 0.03%
41,725
+1,161
342
$1.21M 0.03%
7,898
+45
343
$1.21M 0.03%
63,710
-1,830
344
$1.21M 0.03%
11,209
-1,474
345
$1.21M 0.03%
2,206
-122
346
$1.2M 0.03%
12,588
-725
347
$1.19M 0.03%
+389,060
348
$1.18M 0.03%
11,290
-1,577
349
$1.18M 0.03%
88,380
+8,760
350
$1.17M 0.03%
18,567
+150
12 13
14
15 16