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
1676
$0 ﹤0.01%
59,000
1677
$0 ﹤0.01%
70,000
1678
$0 ﹤0.01%
5,000
1679
$0 ﹤0.01%
32,365
1680
$0 ﹤0.01%
4,300
1681
$0 ﹤0.01%
17,542
1682
– –
0
1683
$0 ﹤0.01%
15,470
1684
$0 ﹤0.01%
4,360
1685
$0 ﹤0.01%
6,540
1686
$0 ﹤0.01%
2,000
1687
$0 ﹤0.01%
20,213
1688
$0 ﹤0.01%
100
1689
– –
-14,004
1690
$0 ﹤0.01%
28
1691
$0 ﹤0.01%
400
1692
$0 ﹤0.01%
12,098
1693
$0 ﹤0.01%
310
1694
– –
-350
1695
– –
-100
1696
$0 ﹤0.01%
+28
1697
$0 ﹤0.01%
+100
1698
– –
-112
1699
$0 ﹤0.01%
35,100
1700
$0 ﹤0.01%
450
66 67
68
69 70