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
851
$84.9K ﹤0.01%
321
+1
852
$84.5K ﹤0.01%
1,149
-50
853
$84.3K ﹤0.01%
3,078
+2,944
854
$84K ﹤0.01%
4,600
855
$83.8K ﹤0.01%
1,614
+19
856
$82.9K ﹤0.01%
4,000
-6,800
857
$82.8K ﹤0.01%
7,189
-207
858
$82.8K ﹤0.01%
2,538
+2,338
859
$82.4K ﹤0.01%
831
+2
860
$82.4K ﹤0.01%
1,600
861
$81.2K ﹤0.01%
843
862
$80.7K ﹤0.01%
271
863
$80.5K ﹤0.01%
1,785
+9
864
$80.2K ﹤0.01%
1,107
865
$79K ﹤0.01%
600
866
$78.2K ﹤0.01%
1,820
-84
867
$76.9K ﹤0.01%
2,157
+1,242
868
$76.8K ﹤0.01%
719
869
$75.9K ﹤0.01%
+1,183
870
$75.9K ﹤0.01%
6,100
871
$75.9K ﹤0.01%
1,050
872
$74.7K ﹤0.01%
280
+20
873
$74.3K ﹤0.01%
3,456
+490
874
$74.2K ﹤0.01%
6,500
875
$74.1K ﹤0.01%
1,345
33 34
35
36 37