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
901
$64.1K ﹤0.01%
2,602
-844
902
$63.9K ﹤0.01%
764
+15
903
$63.1K ﹤0.01%
3,680
-30
904
$62.6K ﹤0.01%
3,500
-12,000
905
$62.2K ﹤0.01%
590
+230
906
$61.9K ﹤0.01%
1,105
907
$61.5K ﹤0.01%
4,215
-60,715
908
$61.3K ﹤0.01%
2,300
-591
909
$61.3K ﹤0.01%
492
+422
910
$60.9K ﹤0.01%
2,648
+47
911
$60.5K ﹤0.01%
1,943
912
$60.4K ﹤0.01%
384
913
$60.3K ﹤0.01%
+2,000
914
$60.3K ﹤0.01%
3,400
915
$60.2K ﹤0.01%
300
916
$60.2K ﹤0.01%
895
917
$60.1K ﹤0.01%
1,000
+980
918
$60K ﹤0.01%
5,000
919
$59.9K ﹤0.01%
1,024
920
$59.8K ﹤0.01%
735
+350
921
$59.7K ﹤0.01%
917
922
$58.9K ﹤0.01%
900
923
$58.7K ﹤0.01%
600
924
$58.7K ﹤0.01%
1,865
925
$58.5K ﹤0.01%
506
+4
35 36
37
38 39