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
1526
$590 ﹤0.01%
1
1527
$580 ﹤0.01%
1
-1
1528
$563 ﹤0.01%
8
1529
$561 ﹤0.01%
+15
1530
$554 ﹤0.01%
13,850
1531
$532 ﹤0.01%
+10
1532
$528 ﹤0.01%
8
-850
1533
$525 ﹤0.01%
27
1534
$515 ﹤0.01%
50
-800
1535
$508 ﹤0.01%
2
1536
$476 ﹤0.01%
5
1537
$466 ﹤0.01%
78
-33
1538
$465 ﹤0.01%
+3
1539
$465 ﹤0.01%
11
1540
$454 ﹤0.01%
+150
1541
$443 ﹤0.01%
+50
1542
$423 ﹤0.01%
13
1543
$414 ﹤0.01%
2
1544
$402 ﹤0.01%
4
1545
$400 ﹤0.01%
2,500
1546
$397 ﹤0.01%
7,826
1547
$387 ﹤0.01%
80
1548
$386 ﹤0.01%
5,050
1549
$384 ﹤0.01%
16,000
1550
$367 ﹤0.01%
58
60 61
62
63 64