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
1051
$31K ﹤0.01%
134
-982
1052
$30.9K ﹤0.01%
1,523
+28
1053
$30.6K ﹤0.01%
728
-70
1054
$30.5K ﹤0.01%
845
+835
1055
$30.1K ﹤0.01%
826
-67
1056
$30.1K ﹤0.01%
420
1057
$29.7K ﹤0.01%
3,180
1058
$29.5K ﹤0.01%
460
1059
$29.3K ﹤0.01%
1,804
1060
$29.2K ﹤0.01%
575
1061
$29.1K ﹤0.01%
485
1062
$28.9K ﹤0.01%
3,000
1063
$28.6K ﹤0.01%
400
1064
$28.1K ﹤0.01%
115
1065
$27.9K ﹤0.01%
147
-24
1066
$27.9K ﹤0.01%
1,551
1067
$27.7K ﹤0.01%
223
1068
$27.4K ﹤0.01%
595
+1
1069
$27.3K ﹤0.01%
670
+90
1070
$27K ﹤0.01%
296
+15
1071
$26.9K ﹤0.01%
73
1072
$26.8K ﹤0.01%
354
-6
1073
$26.6K ﹤0.01%
318
1074
$26.4K ﹤0.01%
252
-14
1075
$26.4K ﹤0.01%
5,000
41 42
43
44 45