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
1301
$6.87K ﹤0.01%
127
1302
$6.85K ﹤0.01%
553
-3,000
1303
$6.85K ﹤0.01%
200
-12
1304
$6.84K ﹤0.01%
300
1305
$6.83K ﹤0.01%
1,678
-512
1306
$6.72K ﹤0.01%
108
1307
$6.71K ﹤0.01%
253
-54
1308
$6.64K ﹤0.01%
200
1309
$6.62K ﹤0.01%
95
1310
$6.53K ﹤0.01%
142
1311
$6.5K ﹤0.01%
54
1312
$6.47K ﹤0.01%
+220
1313
$6.43K ﹤0.01%
100
1314
$6.37K ﹤0.01%
650
1315
$6.37K ﹤0.01%
27
-50
1316
$6.3K ﹤0.01%
500
1317
$6.28K ﹤0.01%
+175
1318
$6.25K ﹤0.01%
1,500
1319
$6.23K ﹤0.01%
319
1320
$6.12K ﹤0.01%
25
1321
$6.1K ﹤0.01%
85
1322
$6.08K ﹤0.01%
235
1323
$6.08K ﹤0.01%
124
1324
$6.07K ﹤0.01%
+230
1325
$6.04K ﹤0.01%
+301
51 52
53
54 55