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
1201
$13.3K ﹤0.01%
74
1202
$13.2K ﹤0.01%
177
1203
$13.2K ﹤0.01%
135
1204
$13.2K ﹤0.01%
283
-195
1205
$13.1K ﹤0.01%
1,200
1206
$13K ﹤0.01%
60
1207
$13K ﹤0.01%
290
1208
$12.9K ﹤0.01%
1,400
1209
$12.8K ﹤0.01%
35
+1
1210
$12.7K ﹤0.01%
215
1211
$12.7K ﹤0.01%
27
1212
$12.7K ﹤0.01%
622
1213
$12.6K ﹤0.01%
219
-165
1214
$12.4K ﹤0.01%
100
1215
$12.3K ﹤0.01%
134
-76
1216
$12.2K ﹤0.01%
210
-60
1217
$12.2K ﹤0.01%
356
-200
1218
$12.1K ﹤0.01%
1,000
1219
$12K ﹤0.01%
3,060
1220
$12K ﹤0.01%
54
1221
$12K ﹤0.01%
69
1222
$11.9K ﹤0.01%
100
-16
1223
$11.9K ﹤0.01%
+168
1224
$11.7K ﹤0.01%
76
1225
$11.6K ﹤0.01%
170
47 48
49
50 51