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
1001
$38.7K ﹤0.01%
281
1002
$38.7K ﹤0.01%
708
1003
$38.7K ﹤0.01%
61
-9
1004
$38.6K ﹤0.01%
354
1005
$38.1K ﹤0.01%
1,000
1006
$38K ﹤0.01%
200
1007
$37.9K ﹤0.01%
500
1008
$37.2K ﹤0.01%
1,490
1009
$37.2K ﹤0.01%
1,064
+400
1010
$37K ﹤0.01%
3,287
+1,023
1011
$36.7K ﹤0.01%
100
1012
$36.7K ﹤0.01%
4,000
1013
$36.6K ﹤0.01%
929
1014
$36.5K ﹤0.01%
3,000
1015
$36.5K ﹤0.01%
950
1016
$36.5K ﹤0.01%
150
1017
$36.4K ﹤0.01%
231
1018
$36.3K ﹤0.01%
332
-3
1019
$35.9K ﹤0.01%
1,000
1020
$35.5K ﹤0.01%
1,394
1021
$35.5K ﹤0.01%
358
1022
$35.4K ﹤0.01%
512
1023
$34.8K ﹤0.01%
1,509
1024
$34.7K ﹤0.01%
297
+33
1025
$34.4K ﹤0.01%
208
39 40
41
42 43