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
401
$852K 0.02%
7,552
+8
402
$852K 0.02%
18,664
-3,453
403
$851K 0.02%
18,086
-23,998
404
$843K 0.02%
8,995
-9
405
$826K 0.02%
5,783
+21
406
$818K 0.02%
29,256
-3,745
407
$814K 0.02%
75,826
-118,800
408
$809K 0.02%
+85,640
409
$802K 0.02%
27,000
410
$800K 0.02%
15,940
-100
411
$799K 0.02%
15,710
+58
412
$796K 0.02%
6,285
413
$790K 0.02%
22,505
-47,755
414
$786K 0.02%
14,675
-100
415
$784K 0.02%
46,948
-29,345
416
$776K 0.02%
1,603
-16
417
$772K 0.02%
30,421
-1,160
418
$761K 0.02%
1,239
-145
419
$758K 0.02%
6,732
420
$746K 0.02%
61,344
-97,054
421
$734K 0.02%
18,679
+5,537
422
$734K 0.02%
4,605
-165
423
$730K 0.02%
23,546
-105
424
$726K 0.02%
84,970
-4,690
425
$721K 0.02%
87,681
+59,324
15 16
17
18 19