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
1151
$17.5K ﹤0.01%
174
1152
$17.4K ﹤0.01%
1,000
1153
$17.3K ﹤0.01%
1,100
1154
$17.2K ﹤0.01%
225
-2
1155
$17.2K ﹤0.01%
356
1156
$17K ﹤0.01%
514
1157
$17K ﹤0.01%
55
+30
1158
$16.9K ﹤0.01%
556
1159
$16.7K ﹤0.01%
461
+398
1160
$16.6K ﹤0.01%
2,380
1161
$16.6K ﹤0.01%
754
-1,040
1162
$16.5K ﹤0.01%
1,072
-495
1163
$16.4K ﹤0.01%
1,367
1164
$16.3K ﹤0.01%
948
-454
1165
$16K ﹤0.01%
300
1166
$15.9K ﹤0.01%
207
1167
$15.9K ﹤0.01%
+13,000
1168
$15.8K ﹤0.01%
234
1169
$15.7K ﹤0.01%
450
1170
$15.6K ﹤0.01%
392
1171
$15.6K ﹤0.01%
505
+372
1172
$15.5K ﹤0.01%
145
1173
$15.5K ﹤0.01%
420
+330
1174
$15.4K ﹤0.01%
1,499
-54
1175
$15.2K ﹤0.01%
116
45 46
47
48 49