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
601
$308K 0.01%
12,131
+5,010
602
$305K 0.01%
993
603
$303K 0.01%
16,364
+5,450
604
$303K 0.01%
4,162
+3
605
$299K 0.01%
3,711
-470
606
$298K 0.01%
61,391
+54,598
607
$295K 0.01%
362
-43
608
$294K 0.01%
5,917
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609
$290K 0.01%
1,024
-22
610
$289K 0.01%
665
611
$287K 0.01%
1,519
-376
612
$286K 0.01%
2,769
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613
$285K 0.01%
6,000
614
$283K 0.01%
3,394
615
$280K 0.01%
44,923
+10,923
616
$279K 0.01%
19,429
-6,628
617
$274K 0.01%
+4,720,121
618
$272K 0.01%
1,785
619
$268K 0.01%
11,927
620
$268K 0.01%
2,625
621
$266K 0.01%
8,528
+156
622
$266K 0.01%
1,317
-115
623
$263K 0.01%
725
624
$260K 0.01%
4,082
+2
625
$260K 0.01%
1,628
-16
23 24
25
26 27