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
676
$195K ﹤0.01%
3,900
677
$195K ﹤0.01%
576
-9
678
$193K ﹤0.01%
1,779
-155
679
$193K ﹤0.01%
2,402
+577
680
$193K ﹤0.01%
5,100
+500
681
$192K ﹤0.01%
3,302
-364
682
$191K ﹤0.01%
1,343
+174
683
$189K ﹤0.01%
4,401
+74
684
$189K ﹤0.01%
10,316
685
$188K ﹤0.01%
710
+94
686
$187K ﹤0.01%
10,000
-60,000
687
$183K ﹤0.01%
1,137
688
$183K ﹤0.01%
2,006
-1
689
$182K ﹤0.01%
+20,000
690
$181K ﹤0.01%
5,900
691
$180K ﹤0.01%
1,303
+1,053
692
$180K ﹤0.01%
1,098
693
$179K ﹤0.01%
2,530
-60
694
$179K ﹤0.01%
1,332
695
$179K ﹤0.01%
6,750
696
$179K ﹤0.01%
7,864
-2,476
697
$176K ﹤0.01%
5,207
-23,360
698
$175K ﹤0.01%
1,949
699
$175K ﹤0.01%
1,297
-2
700
$174K ﹤0.01%
579,907
26 27
28
29 30