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
826
$94K ﹤0.01%
300
827
$93.8K ﹤0.01%
+4,200
828
$93.2K ﹤0.01%
2,041
829
$92.6K ﹤0.01%
2,260
830
$92.3K ﹤0.01%
1,831
831
$92.2K ﹤0.01%
212
+2
832
$92.1K ﹤0.01%
1,150
+137
833
$92K ﹤0.01%
2,624
+515
834
$91.5K ﹤0.01%
934
835
$91.1K ﹤0.01%
945
+84
836
$90.5K ﹤0.01%
950
837
$90.1K ﹤0.01%
629
-37
838
$90.1K ﹤0.01%
312
839
$89.9K ﹤0.01%
497
+1
840
$89.5K ﹤0.01%
2,007
841
$89.3K ﹤0.01%
450
+150
842
$89.2K ﹤0.01%
347
843
$89.1K ﹤0.01%
4,104
844
$88.6K ﹤0.01%
174
845
$87.6K ﹤0.01%
870
-520
846
$86.9K ﹤0.01%
1,321
-560
847
$85.5K ﹤0.01%
3,955
-2,895
848
$85.3K ﹤0.01%
771
-5
849
$85.2K ﹤0.01%
1,002
850
$85.1K ﹤0.01%
6,500
-1,500
32 33
34
35 36