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
801
$107K ﹤0.01%
4,283
802
$106K ﹤0.01%
9,500
+8,000
803
$106K ﹤0.01%
2,619
804
$105K ﹤0.01%
1,605
+356
805
$105K ﹤0.01%
11,000
806
$104K ﹤0.01%
11,920
807
$103K ﹤0.01%
+1,150
808
$102K ﹤0.01%
1,389
+23
809
$102K ﹤0.01%
906
-36
810
$102K ﹤0.01%
+3,750
811
$102K ﹤0.01%
+1,900
812
$101K ﹤0.01%
3,299
813
$100K ﹤0.01%
1,030
-10
814
$99.8K ﹤0.01%
1,000
815
$99.2K ﹤0.01%
3,668
-2,580
816
$98.7K ﹤0.01%
392
-540
817
$98.4K ﹤0.01%
12,430
818
$98.4K ﹤0.01%
20,000
819
$98.3K ﹤0.01%
403
+2
820
$97.1K ﹤0.01%
195
+119
821
$95.5K ﹤0.01%
1,802
+122
822
$95.5K ﹤0.01%
1,360
-100
823
$95.5K ﹤0.01%
+1,855
824
$95.1K ﹤0.01%
7,000
825
$94.1K ﹤0.01%
9,809
-2,635,128
31 32
33
34 35