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
726
$162K ﹤0.01%
1,609
727
$161K ﹤0.01%
12,336
728
$161K ﹤0.01%
6,671
729
$161K ﹤0.01%
4,811
730
$160K ﹤0.01%
1,720
731
$159K ﹤0.01%
2,977
-1,000
732
$159K ﹤0.01%
993
-17
733
$159K ﹤0.01%
1,283
734
$158K ﹤0.01%
3,501
735
$157K ﹤0.01%
476
-1
736
$156K ﹤0.01%
6,602
+6,350
737
$154K ﹤0.01%
3,021
-466
738
$154K ﹤0.01%
5,597
739
$153K ﹤0.01%
988
740
$153K ﹤0.01%
2,560
741
$152K ﹤0.01%
1,861
-73
742
$151K ﹤0.01%
10,993
743
$149K ﹤0.01%
868
+60
744
$148K ﹤0.01%
1,332
745
$147K ﹤0.01%
11,843
-384
746
$146K ﹤0.01%
2,075
747
$145K ﹤0.01%
1,916
+674
748
$145K ﹤0.01%
4,762
+1,000
749
$144K ﹤0.01%
2,000
750
$143K ﹤0.01%
48,800
28 29
30
31 32