AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1676
– –
-14,004
1677
$0 ﹤0.01%
28
1678
$0 ﹤0.01%
400
1679
$0 ﹤0.01%
12,098
1680
$0 ﹤0.01%
310
1681
– –
-350
1682
– –
-100
1683
$0 ﹤0.01%
+28
1684
$0 ﹤0.01%
+100
1685
– –
-112
1686
$0 ﹤0.01%
35,100
1687
$0 ﹤0.01%
450
1688
– –
-94
1689
$0 ﹤0.01%
85
1690
$0 ﹤0.01%
640
1691
$0 ﹤0.01%
6,000
1692
$0 ﹤0.01%
50,000
1693
$0 ﹤0.01%
2
1694
$0 ﹤0.01%
250
1695
– –
-450
1696
– –
-6,250
1697
– –
-580
1698
$0 ﹤0.01%
142
1699
$0 ﹤0.01%
1,000
1700
– –
-10
66 67
68
69 70