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
26
$37.8M 0.84%
221,801
+1,934
27
$34M 0.76%
108,879
+1,615
28
$33.8M 0.76%
810,820
+8,008
29
$33.1M 0.74%
106,079
+2,347
30
$32M 0.71%
408,461
-1,968
31
$31.9M 0.71%
167,817
-144,519
32
$30.4M 0.68%
1,675,575
+21,895
33
$29.5M 0.66%
135,510
+2,836
34
$27.2M 0.61%
2,237,736
+221,486
35
$26.5M 0.59%
904,722
+120,343
36
$26.3M 0.59%
299,334
+55,086
37
$25.7M 0.57%
164,787
+554
38
$24.8M 0.55%
488,261
+272,470
39
$24.7M 0.55%
1,230,390
+275,500
40
$23.4M 0.52%
98,122
+364
41
$21M 0.47%
4,336,575
42
$21M 0.47%
45,142
+959
43
$19.3M 0.43%
806,342
+20,272
44
$19.1M 0.43%
176,433
-49
45
$18.9M 0.42%
208,917
-1,059
46
$18.8M 0.42%
851,606
-3,208
47
$18.6M 0.42%
121,330
+14,586
48
$18.4M 0.41%
301,798
+89,356
49
$18M 0.4%
821,290
+35,000
50
$17.2M 0.38%
166,056
+5,920
1
2
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