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
1401
$2.85K ﹤0.01%
4
-2
1402
$2.85K ﹤0.01%
200
1403
$2.84K ﹤0.01%
160
-20
1404
$2.81K ﹤0.01%
473
1405
$2.8K ﹤0.01%
499
-41
1406
$2.78K ﹤0.01%
70
1407
$2.77K ﹤0.01%
117
1408
$2.75K ﹤0.01%
14
1409
$2.74K ﹤0.01%
1,450
1410
$2.73K ﹤0.01%
35
1411
$2.72K ﹤0.01%
62
1412
$2.64K ﹤0.01%
250
1413
$2.63K ﹤0.01%
100
1414
$2.56K ﹤0.01%
62
+40
1415
$2.55K ﹤0.01%
126
1416
$2.45K ﹤0.01%
32
1417
$2.44K ﹤0.01%
45
-995
1418
$2.39K ﹤0.01%
550
1419
$2.35K ﹤0.01%
82
1420
$2.33K ﹤0.01%
29
1421
$2.32K ﹤0.01%
5
+1
1422
$2.3K ﹤0.01%
1,100
+100
1423
$2.3K ﹤0.01%
37
+6
1424
$2.28K ﹤0.01%
459
-175
1425
$2.27K ﹤0.01%
14
-14
55 56
57
58 59