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
776
$121K ﹤0.01%
1,048
777
$121K ﹤0.01%
859
778
$120K ﹤0.01%
37,869
779
$120K ﹤0.01%
6,500
780
$120K ﹤0.01%
4,456
+26
781
$119K ﹤0.01%
61
782
$118K ﹤0.01%
1,150
783
$118K ﹤0.01%
3,107
-723
784
$117K ﹤0.01%
2,498
785
$116K ﹤0.01%
1,011
786
$116K ﹤0.01%
1,943
-174
787
$115K ﹤0.01%
1,034
788
$114K ﹤0.01%
700
789
$113K ﹤0.01%
1,350
790
$112K ﹤0.01%
6,855
+4,635
791
$111K ﹤0.01%
1,707
+69
792
$111K ﹤0.01%
1,000
793
$111K ﹤0.01%
4,423
-794
794
$110K ﹤0.01%
1,212
795
$109K ﹤0.01%
1,593
796
$109K ﹤0.01%
4,400
+3,000
797
$109K ﹤0.01%
935
+311
798
$109K ﹤0.01%
426
799
$108K ﹤0.01%
1,145
800
$108K ﹤0.01%
537
30 31
32
33 34