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
751
$143K ﹤0.01%
10,000
752
$142K ﹤0.01%
4,780
753
$141K ﹤0.01%
3,240
754
$140K ﹤0.01%
6,000
755
$138K ﹤0.01%
2,363
+52
756
$136K ﹤0.01%
+2,000
757
$134K ﹤0.01%
1,031
758
$134K ﹤0.01%
1,484
-80
759
$133K ﹤0.01%
1,302
+2
760
$133K ﹤0.01%
+12,170
761
$130K ﹤0.01%
3,585
-3,043
762
$130K ﹤0.01%
3,810
+880
763
$129K ﹤0.01%
1,190
-3,797
764
$129K ﹤0.01%
5,315
-328
765
$127K ﹤0.01%
19,437
766
$126K ﹤0.01%
22,338
767
$126K ﹤0.01%
2,200
768
$126K ﹤0.01%
5,810
+1,200
769
$125K ﹤0.01%
3,698
-452
770
$124K ﹤0.01%
413
+1
771
$123K ﹤0.01%
3,190
772
$123K ﹤0.01%
5,000
773
$123K ﹤0.01%
3,166
-9,805
774
$122K ﹤0.01%
+15,000
775
$121K ﹤0.01%
1,469
-459
29 30
31
32 33