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
1176
$15.2K ﹤0.01%
750
1177
$15.1K ﹤0.01%
400
1178
$15.1K ﹤0.01%
183
-74
1179
$15K ﹤0.01%
150
1180
$14.9K ﹤0.01%
450
-1,000
1181
$14.9K ﹤0.01%
150
1182
$14.8K ﹤0.01%
175
1183
$14.7K ﹤0.01%
306
-53
1184
$14.6K ﹤0.01%
+10,000
1185
$14.6K ﹤0.01%
46
1186
$14.5K ﹤0.01%
+299
1187
$14.5K ﹤0.01%
2
1188
$14.5K ﹤0.01%
300
1189
$14.4K ﹤0.01%
215
-215
1190
$14.3K ﹤0.01%
408
+24
1191
$14.2K ﹤0.01%
243
1192
$14.1K ﹤0.01%
2,380
+801
1193
$14.1K ﹤0.01%
117
-6
1194
$14.1K ﹤0.01%
291
1195
$13.9K ﹤0.01%
155
1196
$13.8K ﹤0.01%
350
1197
$13.7K ﹤0.01%
1,373
-46
1198
$13.5K ﹤0.01%
5
1199
$13.5K ﹤0.01%
147
+55
1200
$13.3K ﹤0.01%
400
46 47
48
49 50