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
501
$484K 0.01%
33,590
+4,800
502
$483K 0.01%
22,146
-664
503
$482K 0.01%
4,150
-2,850
504
$482K 0.01%
3,685
+200
505
$477K 0.01%
12,734
+5
506
$474K 0.01%
24,343
+5,150
507
$473K 0.01%
7,260
+2,293
508
$470K 0.01%
6,932
509
$469K 0.01%
4,727
-1,030
510
$468K 0.01%
7,839
-2,426
511
$468K 0.01%
8,774
-314
512
$466K 0.01%
4,000
513
$463K 0.01%
9,055
+25
514
$463K 0.01%
1,748
-1
515
$460K 0.01%
862
+35
516
$459K 0.01%
3,143
517
$458K 0.01%
+53,086
518
$454K 0.01%
18,771
+2
519
$453K 0.01%
2,998
-35
520
$451K 0.01%
59,548
+220
521
$451K 0.01%
2,000
-375
522
$442K 0.01%
11,550
523
$442K 0.01%
9,660
-850
524
$440K 0.01%
3,000
525
$439K 0.01%
7,138
+25
19 20
21
22 23