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
451
$628K 0.01%
+20,292
452
$623K 0.01%
+56,800
453
$621K 0.01%
1,146
+30
454
$620K 0.01%
13,494
-25
455
$617K 0.01%
22,916
456
$617K 0.01%
13,587
+5,168
457
$615K 0.01%
3,503
458
$612K 0.01%
8,692
+8,584
459
$598K 0.01%
15,267
+3,074
460
$592K 0.01%
62,295
-5,125
461
$587K 0.01%
2,575
462
$587K 0.01%
9,499
+402
463
$585K 0.01%
1,176
-78
464
$583K 0.01%
10,391
-63
465
$581K 0.01%
3,935
466
$577K 0.01%
7,054
467
$567K 0.01%
27,839
+4,975
468
$560K 0.01%
5,103
+2,712
469
$559K 0.01%
46,508
470
$558K 0.01%
13,810
+13,770
471
$552K 0.01%
139,049
472
$552K 0.01%
3,229
473
$551K 0.01%
23,080
-9,230
474
$549K 0.01%
4,938
-19
475
$546K 0.01%
6,279
+21
17 18
19
20 21