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
1776
-128
1777
-5,000
1778
-25,360
1779
-185
1780
-2,000
1781
-54,690
1782
-63
1783
-1
1784
-6,000
1785
-6,440
1786
-25,000
1787
-104
1788
-177
1789
-1
1790
-550
1791
-134,130
1792
-2,500
1793
-8,500
1794
-1,138
1795
-538
1796
-58
1797
0
1798
-243
1799
-63,518
1800
-50,150