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
1726
$0 ﹤0.01%
1
1727
– –
-25,368
1728
$0 ﹤0.01%
5,298
1729
$0 ﹤0.01%
6,540
1730
$0 ﹤0.01%
2,000
1731
$0 ﹤0.01%
20,213
1732
$0 ﹤0.01%
6,000
1733
$0 ﹤0.01%
50,000
1734
$0 ﹤0.01%
2
1735
$0 ﹤0.01%
+28
1736
– –
-148
1737
– –
-4,500
1738
– –
-181,413
1739
– –
-19
1740
– –
-1
1741
– –
-577
1742
– –
-376
1743
– –
-125
1744
– –
-2
1745
– –
-500
1746
– –
-1,566
1747
– –
-1,630
1748
– –
-1,683
1749
– –
-1,295
1750
– –
0
68 69
70
71 72