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
376
$1.01M 0.02%
34,554
+60
377
$994K 0.02%
6,265
-326
378
$989K 0.02%
8,697
-1,864
379
$987K 0.02%
83,257
-60,680
380
$987K 0.02%
2,210
+66
381
$977K 0.02%
2,963
+1
382
$973K 0.02%
4,915
383
$965K 0.02%
16,082
-152
384
$957K 0.02%
23,680
385
$919K 0.02%
8,805
-1,564
386
$915K 0.02%
8,778
+131
387
$906K 0.02%
2,968
+554
388
$900K 0.02%
57,370
-183,086
389
$892K 0.02%
5,556
+17
390
$891K 0.02%
53,284
+1,087
391
$890K 0.02%
8,392
-289
392
$883K 0.02%
18,000
393
$883K 0.02%
14,913
-799
394
$882K 0.02%
161,470
-30,437
395
$874K 0.02%
9,501
+12
396
$873K 0.02%
7,813
397
$865K 0.02%
68,935
+255
398
$862K 0.02%
11,538
-662
399
$856K 0.02%
17,681
-459
400
$852K 0.02%
17,000
14 15
16
17 18