AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 11.72%
3 Consumer Discretionary 11.23%
4 Financials 8.54%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.89M 0.06%
100,027
-2,582
227
$2.89M 0.06%
+109,878
228
$2.83M 0.06%
17,528
-1,561
229
$2.83M 0.06%
35,792
-2,086
230
$2.82M 0.06%
30,137
-32,475
231
$2.8M 0.06%
72,818
+807
232
$2.79M 0.06%
39,018
+3,564
233
$2.77M 0.06%
7,211
+769
234
$2.71M 0.06%
+17,810
235
$2.66M 0.06%
27,127
-864
236
$2.62M 0.06%
168,125
+70,628
237
$2.62M 0.06%
24,946
-426
238
$2.61M 0.06%
159,770
-3,135
239
$2.6M 0.06%
36,310
+9,110
240
$2.59M 0.06%
28,804
+703
241
$2.5M 0.06%
219,249
-28,272
242
$2.46M 0.05%
66,711
-49,345
243
$2.42M 0.05%
+222,851
244
$2.4M 0.05%
6,020
245
$2.4M 0.05%
68,556
-83
246
$2.38M 0.05%
255,854
+231,302
247
$2.37M 0.05%
10,245
+15
248
$2.37M 0.05%
6,395
-51
249
$2.36M 0.05%
101,741
-4,080
250
$2.33M 0.05%
64,649
-182,638
8 9
10
11 12