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
426
$720K 0.02%
143,975
-18,328
427
$718K 0.02%
3,396
-112
428
$718K 0.02%
13,185
-630
429
$717K 0.02%
161,910
-28,090
430
$709K 0.02%
469,863
-360,009
431
$705K 0.02%
46,138
-5,739
432
$701K 0.02%
4,045
+150
433
$700K 0.02%
17,018
-1,982
434
$700K 0.02%
+22,337
435
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190,081
+1,047
436
$693K 0.02%
9,434
437
$692K 0.02%
15,837
+12,230
438
$692K 0.02%
6,736
-1,562
439
$690K 0.02%
25,948
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440
$683K 0.02%
3,412
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441
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50,650
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442
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3,397
-6,900
443
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23,857
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444
$661K 0.01%
3,055
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445
$659K 0.01%
10,863
-1,015
446
$658K 0.01%
189,182
+691
447
$650K 0.01%
10,076
+2
448
$646K 0.01%
55,655
-134,805
449
$638K 0.01%
7,258
+122
450
$628K 0.01%
10,321
16 17
18
19 20