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
1226
$11.6K ﹤0.01%
595
1227
$11.4K ﹤0.01%
346
1228
$11.3K ﹤0.01%
197
+97
1229
$11.1K ﹤0.01%
300
1230
$11K ﹤0.01%
20
1231
$10.8K ﹤0.01%
150
1232
$10.8K ﹤0.01%
68
1233
$10.7K ﹤0.01%
183
-367
1234
$10.7K ﹤0.01%
21
1235
$10.6K ﹤0.01%
368
1236
$10.6K ﹤0.01%
128
+3
1237
$10.6K ﹤0.01%
120
1238
$10.5K ﹤0.01%
136
1239
$10.5K ﹤0.01%
441
1240
$10.4K ﹤0.01%
42
1241
$10.4K ﹤0.01%
1,320
1242
$10.4K ﹤0.01%
80
1243
$10.4K ﹤0.01%
374
-497
1244
$10.3K ﹤0.01%
250
1245
$10.2K ﹤0.01%
50
1246
$10.2K ﹤0.01%
500
1247
$10.1K ﹤0.01%
+1,000
1248
$10K ﹤0.01%
105
+1
1249
$9.93K ﹤0.01%
73
1250
$9.89K ﹤0.01%
255
-200
48 49
50
51 52