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
526
$439K 0.01%
28,199
+104
527
$438K 0.01%
23,535
528
$434K 0.01%
66,350
-3,700
529
$434K 0.01%
1,612
+200
530
$433K 0.01%
+12,613
531
$432K 0.01%
+53,374
532
$430K 0.01%
4,890
-1,494
533
$419K 0.01%
4,000
534
$418K 0.01%
20,473
+10,000
535
$416K 0.01%
15,878
-166
536
$413K 0.01%
13,880
+3,430
537
$408K 0.01%
8,676
-171
538
$408K 0.01%
16,133
+2
539
$406K 0.01%
838
+31
540
$403K 0.01%
1,142
-1,972
541
$401K 0.01%
9,202
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542
$399K 0.01%
5,147
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543
$392K 0.01%
9,015
544
$386K 0.01%
7,368
-34,648
545
$385K 0.01%
6,039
546
$385K 0.01%
11,740
+1,154
547
$383K 0.01%
16,565
548
$383K 0.01%
11,579
-106
549
$381K 0.01%
2,209
+302
550
$381K 0.01%
1,681
+1
20 21
22
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