AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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 +$106M
2 +$81.7M
3 +$27.4M
4
ARCB icon
ArcBest
ARCB
+$16.8M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M

Top Sells

1 +$68.3M
2 +$31.4M
3 +$31.2M
4
HLIT icon
Harmonic Inc
HLIT
+$29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.8M

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
-2,675
1777
-16
1778
-22,020
1779
-150
1780
0
1781
-128
1782
-5,000
1783
-25,360
1784
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1785
-2,000
1786
-63
1787
-1
1788
-6,000
1789
-6,440
1790
-25,000
1791
-6,000
1792
-104
1793
-8,500
1794
-1,138
1795
-538
1796
0
1797
-243
1798
-63,518
1799
-29
1800
-50,150