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
251
$2.32M 0.05%
42,300
+10,000
252
$2.32M 0.05%
1,068,531
253
$2.29M 0.05%
74,043
-264
254
$2.27M 0.05%
39,649
-432
255
$2.23M 0.05%
19,063
+4,791
256
$2.21M 0.05%
88,068
-107,406
257
$2.18M 0.05%
27,874
-2,458
258
$2.14M 0.05%
184,173
259
$2.09M 0.05%
7,910
+9
260
$2.08M 0.05%
108,546
+125
261
$2.06M 0.05%
112,197
+533
262
$2.05M 0.05%
204,552
+43,552
263
$2.03M 0.05%
696,879
+277,793
264
$2.03M 0.05%
11,070
+7,986
265
$2.01M 0.05%
121,010
+95,370
266
$2M 0.04%
83,156
-13,337
267
$1.97M 0.04%
7,641
-33
268
$1.96M 0.04%
22,740
269
$1.92M 0.04%
32,296
-1,816
270
$1.92M 0.04%
15,975
+118
271
$1.92M 0.04%
9,293
+32
272
$1.9M 0.04%
4,524
273
$1.89M 0.04%
31,022
+367
274
$1.88M 0.04%
87,355
+2,699
275
$1.87M 0.04%
6,985
+782
9 10
11
12 13