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
626
$260K 0.01%
5,285
627
$259K 0.01%
18,056
-413
628
$259K 0.01%
12,712
629
$257K 0.01%
3,685
630
$256K 0.01%
5,141
631
$256K 0.01%
20,869
-9,611
632
$252K 0.01%
2,800
-2,500
633
$252K 0.01%
9,606
634
$251K 0.01%
3,159
635
$249K 0.01%
209,503
636
$247K 0.01%
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-10
637
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3,613
638
$246K 0.01%
+6,000
639
$245K 0.01%
10,000
640
$245K 0.01%
1,852
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641
$241K 0.01%
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642
$240K 0.01%
794
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$238K 0.01%
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$237K 0.01%
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645
$236K 0.01%
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38,315
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647
$234K 0.01%
5,005
+1,712
648
$232K 0.01%
25,150
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649
$231K 0.01%
30,500
-8,000
650
$231K 0.01%
9,191
+2
24 25
26
27 28