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
1101
$23.9K ﹤0.01%
416
-79
1102
$23.8K ﹤0.01%
350
1103
$23.8K ﹤0.01%
248
-110
1104
$23.6K ﹤0.01%
20
1105
$23.3K ﹤0.01%
300
1106
$23.1K ﹤0.01%
200
1107
$22.9K ﹤0.01%
401
1108
$22.8K ﹤0.01%
624
1109
$22.5K ﹤0.01%
2,150
1110
$22.5K ﹤0.01%
373
1111
$22.4K ﹤0.01%
471
1112
$22K ﹤0.01%
2,694
1113
$21.9K ﹤0.01%
400
-900
1114
$21.9K ﹤0.01%
1,009
+1,007
1115
$21.9K ﹤0.01%
183
1116
$21.8K ﹤0.01%
800
1117
$21.7K ﹤0.01%
695
+149
1118
$21.7K ﹤0.01%
352
1119
$21.5K ﹤0.01%
834
1120
$21.5K ﹤0.01%
180
+100
1121
$21K ﹤0.01%
418
1122
$20.9K ﹤0.01%
8,000
-6,000
1123
$20.8K ﹤0.01%
189
1124
$20.8K ﹤0.01%
+565
1125
$20.7K ﹤0.01%
175
43 44
45
46 47