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
576
$341K 0.01%
6,838
+287
577
$338K 0.01%
19,581
-1,560
578
$337K 0.01%
2,631
-72
579
$336K 0.01%
+22,080
580
$335K 0.01%
4,576
-1
581
$334K 0.01%
17,859
-20,020
582
$333K 0.01%
3,003
-351
583
$326K 0.01%
13,000
+10,000
584
$326K 0.01%
19,035
585
$326K 0.01%
76,306
+158
586
$325K 0.01%
4,797
-103
587
$325K 0.01%
67,900
-5,500
588
$323K 0.01%
3,360
+121
589
$321K 0.01%
16,368
+5,150
590
$319K 0.01%
+17,118
591
$318K 0.01%
2,528
592
$318K 0.01%
1,363
-1
593
$317K 0.01%
1,122
+1
594
$317K 0.01%
+26,619
595
$315K 0.01%
14,700
596
$314K 0.01%
15,981
597
$314K 0.01%
37,640
-63,160
598
$313K 0.01%
2,125
+3
599
$313K 0.01%
2,810
600
$313K 0.01%
2,807
-269
22 23
24
25 26