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
1701
– –
-94
1702
$0 ﹤0.01%
85
1703
$0 ﹤0.01%
640
1704
$0 ﹤0.01%
6,000
1705
$0 ﹤0.01%
50,000
1706
$0 ﹤0.01%
2
1707
$0 ﹤0.01%
250
1708
– –
-450
1709
– –
-6,250
1710
– –
-580
1711
$0 ﹤0.01%
142
1712
$0 ﹤0.01%
1,000
1713
$0 ﹤0.01%
5,298
1714
– –
-6,000
1715
– –
-29
1716
– –
-500
1717
– –
-2,550
1718
– –
-3,500
1719
– –
-100
1720
– –
-10
1721
– –
-5
1722
– –
-10,000
1723
– –
-6
1724
– –
-48
1725
– –
-148
67 68
69
70 71