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
701
$174K ﹤0.01%
5,844
+2,519
702
$173K ﹤0.01%
5,500
703
$173K ﹤0.01%
42,738
704
$173K ﹤0.01%
683
+1
705
$173K ﹤0.01%
3,408
-136
706
$172K ﹤0.01%
5,944
707
$172K ﹤0.01%
6,157
-544
708
$172K ﹤0.01%
6,725
-310
709
$172K ﹤0.01%
14,752
-8,835
710
$171K ﹤0.01%
4,090
+160
711
$170K ﹤0.01%
18,207
712
$169K ﹤0.01%
6,937
713
$169K ﹤0.01%
7,220
+2,740
714
$168K ﹤0.01%
2,334
+2,001
715
$168K ﹤0.01%
14,960
-485
716
$166K ﹤0.01%
10,984
-507
717
$166K ﹤0.01%
1,393
-200
718
$165K ﹤0.01%
6,828
719
$165K ﹤0.01%
7,149
-233
720
$165K ﹤0.01%
148,365
-59,775
721
$165K ﹤0.01%
4,400
722
$163K ﹤0.01%
933
723
$163K ﹤0.01%
2,292
+979
724
$163K ﹤0.01%
1,062
725
$163K ﹤0.01%
2,024
27 28
29
30 31