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
1451
$1.58K ﹤0.01%
100
1452
$1.55K ﹤0.01%
14
+3
1453
$1.55K ﹤0.01%
18
1454
$1.55K ﹤0.01%
185
1455
$1.54K ﹤0.01%
54
-53
1456
$1.54K ﹤0.01%
20
1457
$1.5K ﹤0.01%
22
-8
1458
$1.48K ﹤0.01%
20
1459
$1.47K ﹤0.01%
30
1460
$1.47K ﹤0.01%
64
-200
1461
$1.46K ﹤0.01%
25
1462
$1.46K ﹤0.01%
167
1463
$1.4K ﹤0.01%
33
-429
1464
$1.35K ﹤0.01%
45,000
1465
$1.34K ﹤0.01%
1,100
1466
$1.32K ﹤0.01%
25
1467
$1.31K ﹤0.01%
185
1468
$1.28K ﹤0.01%
1,600
1469
$1.28K ﹤0.01%
11
1470
$1.24K ﹤0.01%
37
-811
1471
$1.22K ﹤0.01%
500
1472
$1.21K ﹤0.01%
100
1473
$1.21K ﹤0.01%
63
1474
$1.19K ﹤0.01%
21
+2
1475
$1.16K ﹤0.01%
186
-100
57 58
59
60 61