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
651
$230K 0.01%
3,063
-1,066
652
$230K 0.01%
48,871
653
$230K 0.01%
1,346
+31
654
$226K 0.01%
2,032
+375
655
$225K 0.01%
3,237
+425
656
$225K 0.01%
3,319
-370
657
$223K 0.01%
226
-9
658
$223K 0.01%
5,469
+40
659
$220K ﹤0.01%
4,422
-1,018
660
$220K ﹤0.01%
21,889
-2,385
661
$219K ﹤0.01%
825
+175
662
$215K ﹤0.01%
20,100
+20,000
663
$215K ﹤0.01%
845
664
$213K ﹤0.01%
12,828
665
$208K ﹤0.01%
1,589
+239
666
$208K ﹤0.01%
12,812
-11,200
667
$206K ﹤0.01%
1,167
-34
668
$204K ﹤0.01%
30,475
-1,685
669
$201K ﹤0.01%
28,737
670
$201K ﹤0.01%
2,885
-700
671
$200K ﹤0.01%
6,511
+255
672
$200K ﹤0.01%
13,138
+490
673
$200K ﹤0.01%
877
674
$196K ﹤0.01%
1,596,269
675
$196K ﹤0.01%
7,050
+1,250
25 26
27
28 29