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
1426
$2.25K ﹤0.01%
+5,182
1427
$2.23K ﹤0.01%
75
+1
1428
$2.22K ﹤0.01%
10
1429
$2.16K ﹤0.01%
100
1430
$2.11K ﹤0.01%
16
1431
$2.08K ﹤0.01%
58
+16
1432
$2.08K ﹤0.01%
100
1433
$2.06K ﹤0.01%
100
1434
$2.01K ﹤0.01%
33,458
1435
$1.96K ﹤0.01%
57
1436
$1.95K ﹤0.01%
15
-1
1437
$1.91K ﹤0.01%
50
1438
$1.9K ﹤0.01%
155
1439
$1.86K ﹤0.01%
30
1440
$1.82K ﹤0.01%
100
1441
$1.76K ﹤0.01%
125
1442
$1.69K ﹤0.01%
28,000
1443
$1.68K ﹤0.01%
26
+9
1444
$1.68K ﹤0.01%
+60
1445
$1.67K ﹤0.01%
116
1446
$1.67K ﹤0.01%
56
1447
$1.66K ﹤0.01%
525
1448
$1.66K ﹤0.01%
126
1449
$1.65K ﹤0.01%
42
1450
$1.59K ﹤0.01%
5
56 57
58
59 60