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
976
$43.5K ﹤0.01%
5,000
977
$43.3K ﹤0.01%
667
978
$43.3K ﹤0.01%
142
979
$43.2K ﹤0.01%
95
980
$43.2K ﹤0.01%
530
981
$42.6K ﹤0.01%
4,715
982
$42.5K ﹤0.01%
1,450
983
$42.4K ﹤0.01%
310
984
$41.8K ﹤0.01%
4,150
-1,000
985
$41.6K ﹤0.01%
400
986
$41.3K ﹤0.01%
806
987
$41.1K ﹤0.01%
400
-2
988
$40.9K ﹤0.01%
210
-40
989
$40.9K ﹤0.01%
469
+115
990
$40.5K ﹤0.01%
800
991
$40.5K ﹤0.01%
183
-22
992
$40.1K ﹤0.01%
434
993
$40K ﹤0.01%
1,500
-10,000
994
$39.9K ﹤0.01%
498
+1
995
$39.7K ﹤0.01%
584
996
$39.6K ﹤0.01%
720
997
$39.5K ﹤0.01%
4,163
-135
998
$39.5K ﹤0.01%
150
999
$39.3K ﹤0.01%
329
1000
$39.1K ﹤0.01%
3,199
38 39
40
41 42