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
1676
$0 ﹤0.01%
12,098
1677
$0 ﹤0.01%
310
1678
– –
-350
1679
– –
-100
1680
$0 ﹤0.01%
+100
1681
– –
-112
1682
$0 ﹤0.01%
35,100
1683
$0 ﹤0.01%
450
1684
– –
-94
1685
$0 ﹤0.01%
85
1686
$0 ﹤0.01%
640
1687
$0 ﹤0.01%
250
1688
– –
-450
1689
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-6,250
1690
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-580
1691
$0 ﹤0.01%
142
1692
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-10
1693
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-10,000
1694
– –
-6
1695
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-48
1696
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-200
1697
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1698
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-92
1699
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1700
– –
-9,829
66 67
68
69 70