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
1126
$20.4K ﹤0.01%
3,800
-3,150
1127
$20.3K ﹤0.01%
840
1128
$20.3K ﹤0.01%
248
1129
$20.3K ﹤0.01%
200
1130
$20.2K ﹤0.01%
+275
1131
$20.2K ﹤0.01%
438
1132
$20.1K ﹤0.01%
3,750
+3,000
1133
$19.9K ﹤0.01%
2,000
1134
$19.8K ﹤0.01%
34
1135
$19.5K ﹤0.01%
115
+2
1136
$19.4K ﹤0.01%
271
1137
$19.4K ﹤0.01%
967
-226,110
1138
$19.3K ﹤0.01%
88
1139
$18.9K ﹤0.01%
240
1140
$18.7K ﹤0.01%
272
-1,450
1141
$18.6K ﹤0.01%
625
1142
$18.5K ﹤0.01%
500
1143
$18.5K ﹤0.01%
350
1144
$18.3K ﹤0.01%
2,000
1145
$18.2K ﹤0.01%
1,000
1146
$18.2K ﹤0.01%
500
1147
$17.9K ﹤0.01%
135
-383
1148
$17.8K ﹤0.01%
86
+85
1149
$17.7K ﹤0.01%
100
1150
$17.6K ﹤0.01%
258
44 45
46
47 48