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
951
$50.7K ﹤0.01%
1,091
952
$50.5K ﹤0.01%
530
953
$50.5K ﹤0.01%
2,000
954
$50K ﹤0.01%
+3,975
955
$49.7K ﹤0.01%
445
-63
956
$49.6K ﹤0.01%
998
957
$49.5K ﹤0.01%
1,215
-56
958
$49.5K ﹤0.01%
106
959
$49.5K ﹤0.01%
835
960
$48.7K ﹤0.01%
711
961
$48.7K ﹤0.01%
+100
962
$48.5K ﹤0.01%
1,100
963
$47.7K ﹤0.01%
5,800
-80,000
964
$47.5K ﹤0.01%
785
965
$47.1K ﹤0.01%
746
+3
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$46.3K ﹤0.01%
750
967
$46.1K ﹤0.01%
2,750
968
$46K ﹤0.01%
841
-43
969
$45.9K ﹤0.01%
228
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970
$45.6K ﹤0.01%
433
-1
971
$45.4K ﹤0.01%
300
972
$44.9K ﹤0.01%
1,000
973
$44.6K ﹤0.01%
1,576
974
$43.9K ﹤0.01%
1,000
975
$43.8K ﹤0.01%
138
37 38
39
40 41