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
551
$381K 0.01%
+14,000
552
$378K 0.01%
24,783
553
$374K 0.01%
2,195
-48
554
$372K 0.01%
7,086
-990
555
$371K 0.01%
+10,144
556
$370K 0.01%
+25,140
557
$370K 0.01%
4,831
-267
558
$367K 0.01%
12,369
+3,681
559
$365K 0.01%
3,622
+450
560
$365K 0.01%
6,626
+6,622
561
$363K 0.01%
13,169
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562
$362K 0.01%
2,851
+2,841
563
$356K 0.01%
26,447
564
$353K 0.01%
5,563
+18
565
$353K 0.01%
6,069
566
$352K 0.01%
14,180
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567
$352K 0.01%
23,636
+1
568
$351K 0.01%
+15,000
569
$351K 0.01%
836
+1
570
$350K 0.01%
14,473
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571
$347K 0.01%
5,813
572
$345K 0.01%
5,448
-239
573
$344K 0.01%
4,524
-3,042
574
$343K 0.01%
8,688
575
$341K 0.01%
3,046
+3
21 22
23
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