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
1551
$362 ﹤0.01%
37
1552
$360 ﹤0.01%
6,000
1553
$356 ﹤0.01%
17,548
1554
$337 ﹤0.01%
1
1555
$336 ﹤0.01%
8,347
1556
$334 ﹤0.01%
6,204
1557
$329 ﹤0.01%
+1
1558
$323 ﹤0.01%
7
-214
1559
$321 ﹤0.01%
6
-177
1560
$318 ﹤0.01%
+1
1561
$315 ﹤0.01%
32
-1
1562
$308 ﹤0.01%
9
-9
1563
$304 ﹤0.01%
10,125
1564
$300 ﹤0.01%
2
1565
$299 ﹤0.01%
9,996
1566
$294 ﹤0.01%
9,800
1567
$285 ﹤0.01%
40
1568
$283 ﹤0.01%
5
1569
$282 ﹤0.01%
6,000
1570
$281 ﹤0.01%
+189
1571
$276 ﹤0.01%
+2
1572
$270 ﹤0.01%
5
1573
$266 ﹤0.01%
1
1574
$263 ﹤0.01%
4
1575
$262 ﹤0.01%
+7
61 62
63
64 65