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
876
$74K ﹤0.01%
851
+309
877
$74K ﹤0.01%
2,048
+953
878
$73.6K ﹤0.01%
2,769
879
$72.4K ﹤0.01%
1,791
880
$72K ﹤0.01%
500
881
$71.8K ﹤0.01%
1,088
-1,014
882
$71.6K ﹤0.01%
8,164
-69
883
$71.2K ﹤0.01%
1,443
-29
884
$70.3K ﹤0.01%
112
-10
885
$70.2K ﹤0.01%
993
-300
886
$69.8K ﹤0.01%
850
887
$69.3K ﹤0.01%
765
+9
888
$69.2K ﹤0.01%
240
889
$68.6K ﹤0.01%
2,121
+550
890
$67.9K ﹤0.01%
1,475
-100
891
$67.8K ﹤0.01%
1,300
892
$66.8K ﹤0.01%
811
893
$66.7K ﹤0.01%
500
894
$66.5K ﹤0.01%
674
895
$66.5K ﹤0.01%
864
896
$65.2K ﹤0.01%
28,000
897
$65.2K ﹤0.01%
1,091
-178
898
$65.1K ﹤0.01%
2,032
+1,232
899
$65K ﹤0.01%
460
-40
900
$64.5K ﹤0.01%
800
+212
34 35
36
37 38