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
1326
$5.95K ﹤0.01%
82
1327
$5.9K ﹤0.01%
16
1328
$5.79K ﹤0.01%
76
1329
$5.71K ﹤0.01%
120
1330
$5.67K ﹤0.01%
+95
1331
$5.66K ﹤0.01%
476
1332
$5.66K ﹤0.01%
10
1333
$5.55K ﹤0.01%
137
1334
$5.52K ﹤0.01%
70
1335
$5.5K ﹤0.01%
+110
1336
$5.49K ﹤0.01%
84
-3
1337
$5.45K ﹤0.01%
105
+1
1338
$5.4K ﹤0.01%
+150
1339
$5.32K ﹤0.01%
40
1340
$5.31K ﹤0.01%
129
1341
$5.24K ﹤0.01%
50
1342
$5.2K ﹤0.01%
42
-6,890
1343
$5.06K ﹤0.01%
200
1344
$5.03K ﹤0.01%
600
1345
$5.01K ﹤0.01%
150
1346
$4.97K ﹤0.01%
120
1347
$4.9K ﹤0.01%
66
1348
$4.88K ﹤0.01%
23
1349
$4.76K ﹤0.01%
101
-23
1350
$4.75K ﹤0.01%
65
-46
52 53
54
55 56