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
51
$16.9M 0.38%
17,873
-279
52
$16.9M 0.38%
191,973
+4,551
53
$16.7M 0.37%
505,490
+30,060
54
$16.6M 0.37%
30,328
-39
55
$16.3M 0.36%
84,537
-2,093
56
$15.6M 0.35%
346,212
+12,573
57
$15M 0.34%
292,293
-10,983
58
$14.8M 0.33%
149,563
+96,254
59
$14.6M 0.33%
177,142
-91,131
60
$14.5M 0.32%
93,629
+1,451
61
$14.4M 0.32%
204,587
+193,946
62
$14.4M 0.32%
109,005
-11,725
63
$14.4M 0.32%
733,093
+41,089
64
$14.4M 0.32%
380,807
-3,692
65
$14.3M 0.32%
189,304
+12,619
66
$14.1M 0.32%
40,331
+67
67
$13.6M 0.3%
370,345
+7,860
68
$13M 0.29%
48,108
+2,287
69
$12.8M 0.29%
135,955
+3,877
70
$12.8M 0.29%
221,325
+13,235
71
$12.8M 0.28%
122,062
-683
72
$12.7M 0.28%
313,039
-2,403
73
$12.7M 0.28%
73,596
-14
74
$12.6M 0.28%
216,185
-3,555
75
$12.4M 0.28%
63,934
+4,282
1 2
3
4 5