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
1276
$7.88K ﹤0.01%
950
1277
$7.86K ﹤0.01%
38
1278
$7.85K ﹤0.01%
30
+2
1279
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394
-1,125
1280
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+106
1281
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100
1282
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+2,000
1283
$7.71K ﹤0.01%
100
-100
1284
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270
1285
$7.62K ﹤0.01%
+300
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$7.59K ﹤0.01%
90
1287
$7.54K ﹤0.01%
2,000
1288
$7.53K ﹤0.01%
400
1289
$7.47K ﹤0.01%
170
1290
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400
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364
+345
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$7.31K ﹤0.01%
86
+1
1294
$7.26K ﹤0.01%
212
1295
$7.15K ﹤0.01%
1,000
1296
$7.09K ﹤0.01%
199
1297
$7.04K ﹤0.01%
68
1298
$6.91K ﹤0.01%
143
1299
$6.89K ﹤0.01%
41
1300
$6.87K ﹤0.01%
325