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
1026
$34.1K ﹤0.01%
300
-30
1027
$34.1K ﹤0.01%
5,395
+4,000
1028
$34.1K ﹤0.01%
159
1029
$34K ﹤0.01%
754
1030
$33.8K ﹤0.01%
872
+10
1031
$33.6K ﹤0.01%
500
1032
$33.6K ﹤0.01%
263
1033
$33.5K ﹤0.01%
1,022
+261
1034
$33.4K ﹤0.01%
+974
1035
$33K ﹤0.01%
360
1036
$32.6K ﹤0.01%
1,325
1037
$32.5K ﹤0.01%
1,080
-39
1038
$32.5K ﹤0.01%
1,368
1039
$32.3K ﹤0.01%
434
-440
1040
$32.3K ﹤0.01%
400
1041
$32.1K ﹤0.01%
405
+3
1042
$31.9K ﹤0.01%
500
+300
1043
$31.8K ﹤0.01%
1,245
1044
$31.8K ﹤0.01%
1,636
1045
$31.8K ﹤0.01%
332
1046
$31.5K ﹤0.01%
197
-35
1047
$31.5K ﹤0.01%
300
+25
1048
$31.3K ﹤0.01%
650
1049
$31.1K ﹤0.01%
1,350
1050
$31K ﹤0.01%
34,000
-24,000
40 41
42
43 44