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
351
$1.17M 0.03%
4,191
+314
352
$1.16M 0.03%
12,470
+250
353
$1.15M 0.03%
23,824
+42
354
$1.15M 0.03%
103,346
+381
355
$1.15M 0.03%
157,845
+75,967
356
$1.14M 0.03%
15,881
+1,049
357
$1.12M 0.03%
514,269
+6,000
358
$1.11M 0.02%
14,549
-5,169
359
$1.11M 0.02%
69,327
-1,090
360
$1.1M 0.02%
4,879
361
$1.09M 0.02%
5,404
362
$1.09M 0.02%
40,256
+350
363
$1.09M 0.02%
70,058
+260
364
$1.09M 0.02%
9,798
-6,225
365
$1.06M 0.02%
19,437
+691
366
$1.06M 0.02%
47,935
+560
367
$1.06M 0.02%
+16,490
368
$1.05M 0.02%
14,040
369
$1.04M 0.02%
69,106
370
$1.04M 0.02%
10,117
371
$1.04M 0.02%
21,179
+457
372
$1.02M 0.02%
109,543
+600
373
$1.02M 0.02%
2,061
374
$1.02M 0.02%
8,349
+1
375
$1.01M 0.02%
36,243
-70
13 14
15
16 17