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
926
$58.5K ﹤0.01%
5,712
927
$58.2K ﹤0.01%
176
+1
928
$58.2K ﹤0.01%
1,000
929
$58K ﹤0.01%
20,000
-8,997
930
$57.8K ﹤0.01%
12,849
931
$57.7K ﹤0.01%
740
-1
932
$57.4K ﹤0.01%
226
+25
933
$57.3K ﹤0.01%
1,180
-197
934
$57K ﹤0.01%
709
-31
935
$56.9K ﹤0.01%
257
-345
936
$56.8K ﹤0.01%
924
937
$56.6K ﹤0.01%
1,850
938
$56.3K ﹤0.01%
504
939
$56.3K ﹤0.01%
242
-8
940
$56.1K ﹤0.01%
+15,000
941
$56K ﹤0.01%
1,231
-41
942
$55.9K ﹤0.01%
1,901
943
$55.8K ﹤0.01%
683
+26
944
$55.4K ﹤0.01%
677
-3,449
945
$55.3K ﹤0.01%
321
946
$54.5K ﹤0.01%
704
-56
947
$54.4K ﹤0.01%
12,000
-20,000
948
$53.3K ﹤0.01%
657
949
$53.2K ﹤0.01%
1,933
+8
950
$52.5K ﹤0.01%
769
+2
36 37
38
39 40