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
1476
$1.16K ﹤0.01%
19,700
1477
$1.13K ﹤0.01%
76
1478
$1.12K ﹤0.01%
+10
1479
$1.09K ﹤0.01%
60
1480
$1.09K ﹤0.01%
176
1481
$1.06K ﹤0.01%
98
-12
1482
$1.05K ﹤0.01%
100
1483
$1.05K ﹤0.01%
23
1484
$1.04K ﹤0.01%
51,800
1485
$1.03K ﹤0.01%
+9
1486
$1.03K ﹤0.01%
+106
1487
$1.01K ﹤0.01%
+64
1488
$1.01K ﹤0.01%
11
1489
$1K ﹤0.01%
+32
1490
$1K ﹤0.01%
+91
1491
$1K ﹤0.01%
25,000
1492
$998 ﹤0.01%
75
1493
$991 ﹤0.01%
+82
1494
$989 ﹤0.01%
44,735
1495
$984 ﹤0.01%
20
1496
$976 ﹤0.01%
50
1497
$973 ﹤0.01%
18
1498
$964 ﹤0.01%
+438
1499
$960 ﹤0.01%
57
1500
$926 ﹤0.01%
78
58 59
60
61 62