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
1501
$875 ﹤0.01%
7
1502
$863 ﹤0.01%
2
-203
1503
$860 ﹤0.01%
149
1504
$850 ﹤0.01%
32
1505
$823 ﹤0.01%
3,294
1506
$820 ﹤0.01%
+39
1507
$816 ﹤0.01%
+160
1508
$809 ﹤0.01%
24,522
1509
$809 ﹤0.01%
4
1510
$793 ﹤0.01%
20,339
1511
$790 ﹤0.01%
37
-2
1512
$787 ﹤0.01%
36
1513
$774 ﹤0.01%
6,450
1514
$762 ﹤0.01%
847
1515
$754 ﹤0.01%
13
1516
$751 ﹤0.01%
10
1517
$751 ﹤0.01%
10,000
1518
$741 ﹤0.01%
1,225
1519
$739 ﹤0.01%
+192
1520
$737 ﹤0.01%
35
-36
1521
$736 ﹤0.01%
+54
1522
$688 ﹤0.01%
19
1523
$677 ﹤0.01%
250
1524
$640 ﹤0.01%
127
1525
$636 ﹤0.01%
300
59 60
61
62 63