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
1726
– –
-4,500
1727
– –
-181,413
1728
– –
-19
1729
– –
-1
1730
– –
-577
1731
– –
-376
1732
– –
-125
1733
– –
-2
1734
– –
-500
1735
– –
-1,566
1736
– –
-1,630
1737
– –
-1,683
1738
– –
-1,295
1739
– –
0
1740
– –
-1,475
1741
– –
-317
1742
– –
-200
1743
– –
0
1744
– –
-2
1745
– –
-4,000
1746
– –
-422,933
1747
– –
-1,326
1748
– –
-176,450
1749
– –
-3,410
1750
– –
-200
68 69
70
71 72