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
1376
$3.81K ﹤0.01%
24
-1
1377
$3.81K ﹤0.01%
1
1378
$3.8K ﹤0.01%
1,330
1379
$3.76K ﹤0.01%
19,800
1380
$3.76K ﹤0.01%
26
-5
1381
$3.75K ﹤0.01%
300
1382
$3.74K ﹤0.01%
310
1383
$3.69K ﹤0.01%
2
+1
1384
$3.62K ﹤0.01%
2,250
1385
$3.59K ﹤0.01%
+320
1386
$3.58K ﹤0.01%
100
1387
$3.53K ﹤0.01%
27
1388
$3.5K ﹤0.01%
20
1389
$3.48K ﹤0.01%
550
-500
1390
$3.45K ﹤0.01%
19
-1
1391
$3.15K ﹤0.01%
826
+452
1392
$3.07K ﹤0.01%
108
1393
$3.06K ﹤0.01%
+68
1394
$3.01K ﹤0.01%
+141
1395
$2.99K ﹤0.01%
33
1396
$2.96K ﹤0.01%
10,449
1397
$2.93K ﹤0.01%
75
1398
$2.93K ﹤0.01%
154
1399
$2.89K ﹤0.01%
50
1400
$2.85K ﹤0.01%
250
54 55
56
57 58