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
1351
$4.73K ﹤0.01%
171
1352
$4.7K ﹤0.01%
150
1353
$4.64K ﹤0.01%
95
1354
$4.62K ﹤0.01%
182
-20
1355
$4.61K ﹤0.01%
137
1356
$4.52K ﹤0.01%
8,378
-4,779,503
1357
$4.5K ﹤0.01%
120
-1,999
1358
$4.43K ﹤0.01%
100
-200
1359
$4.37K ﹤0.01%
241
1360
$4.35K ﹤0.01%
1,522
1361
$4.27K ﹤0.01%
710
1362
$4.26K ﹤0.01%
149
-711
1363
$4.25K ﹤0.01%
300
-1,000
1364
$4.23K ﹤0.01%
54
1365
$4.22K ﹤0.01%
149
-4
1366
$4.22K ﹤0.01%
34
1367
$4.21K ﹤0.01%
182
1368
$4.21K ﹤0.01%
55
1369
$4.21K ﹤0.01%
96
1370
$4.18K ﹤0.01%
173
1371
$4.15K ﹤0.01%
213
-2
1372
$4.14K ﹤0.01%
313
1373
$3.91K ﹤0.01%
119
1374
$3.86K ﹤0.01%
42
+3
1375
$3.83K ﹤0.01%
100
53 54
55
56 57