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
1251
$9.85K ﹤0.01%
1,068
1252
$9.84K ﹤0.01%
330
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$9.82K ﹤0.01%
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+2
1259
$9.02K ﹤0.01%
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$8.84K ﹤0.01%
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+2
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$8.66K ﹤0.01%
753
+153
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$8.65K ﹤0.01%
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$8.53K ﹤0.01%
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$8.28K ﹤0.01%
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$8.14K ﹤0.01%
700
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$8.13K ﹤0.01%
1,332
1271
$8.1K ﹤0.01%
101
1272
$8.06K ﹤0.01%
700
1273
$8K ﹤0.01%
10,000
1274
$8K ﹤0.01%
800
1275
$7.95K ﹤0.01%
78
-22