AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$106M
2
+$81.7M
3
+$27.4M
4
ARCB icon
ArcBest
ARCB
+$16.8M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M

Top Sells

1
+$68.3M
2
+$31.4M
3
+$31.2M
4
HLIT icon
Harmonic Inc
HLIT
+$29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.8M

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
1651
$4 ﹤0.01%
8,600
1652
$3 ﹤0.01%
1
-99
1653
$3 ﹤0.01%
+5,000
1654
$2 ﹤0.01%
1
1655
$2 ﹤0.01%
1
-39,440
1656
– –
-115
1657
$1 ﹤0.01%
3,000
1658
$1 ﹤0.01%
2,600
1659
$1 ﹤0.01%
12,698
1660
$1 ﹤0.01%
147
1661
$1 ﹤0.01%
+1
1662
$0 ﹤0.01%
2,500
1663
$0 ﹤0.01%
12,558
1664
$0 ﹤0.01%
25,263
1665
$0 ﹤0.01%
59,000
1666
$0 ﹤0.01%
70,000
1667
$0 ﹤0.01%
5,000
1668
$0 ﹤0.01%
32,365
1669
$0 ﹤0.01%
4,300
1670
$0 ﹤0.01%
17,542
1671
– –
0
1672
$0 ﹤0.01%
15,470
1673
$0 ﹤0.01%
4,360
1674
$0 ﹤0.01%
100
1675
– –
-14,004
65 66
67
68 69