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
1076
$26K ﹤0.01%
1,102
1077
$26K ﹤0.01%
2,531
-82
1078
$25.9K ﹤0.01%
2,110
1079
$25.9K ﹤0.01%
376
1080
$25.9K ﹤0.01%
+550
1081
$25.8K ﹤0.01%
101
-19
1082
$25.7K ﹤0.01%
227
+3
1083
$25.6K ﹤0.01%
3,391
1084
$25.6K ﹤0.01%
450
-200
1085
$25.4K ﹤0.01%
165
+15
1086
$25.4K ﹤0.01%
+1,230
1087
$25.4K ﹤0.01%
509
1088
$25.4K ﹤0.01%
75
1089
$25.3K ﹤0.01%
700
+7
1090
$24.9K ﹤0.01%
118
1091
$24.8K ﹤0.01%
500
1092
$24.8K ﹤0.01%
1,195
1093
$24.6K ﹤0.01%
4,000
-200
1094
$24.5K ﹤0.01%
546
1095
$24.4K ﹤0.01%
600
1096
$24.4K ﹤0.01%
3,700
-1,500
1097
$24.3K ﹤0.01%
500
1098
$24.2K ﹤0.01%
3,000
1099
$24.2K ﹤0.01%
209
+77
1100
$24K ﹤0.01%
1,250
42 43
44
45 46