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
76
$12.3M 0.27%
355,790
+900
77
$11.5M 0.26%
131,379
+302
78
$11.5M 0.26%
61,743
-815
79
$11.5M 0.26%
366,031
-144,480
80
$11.5M 0.26%
78,195
+1,898
81
$11.5M 0.26%
248,780
-8,565
82
$11.4M 0.26%
36,702
-179
83
$11.4M 0.25%
153,460
-22,660
84
$11.4M 0.25%
74,203
+446
85
$11.2M 0.25%
191,688
+128,721
86
$11.2M 0.25%
20,020
+355
87
$11M 0.25%
1,891,203
-17,018
88
$10.9M 0.24%
42,218
+439
89
$10.7M 0.24%
18,632
-48,434
90
$10.6M 0.24%
117,407
-4,966
91
$10.6M 0.24%
2,302
+24
92
$10.4M 0.23%
372,894
+25,264
93
$10.1M 0.22%
595,655
-150,340
94
$10M 0.22%
206,068
-14,263
95
$9.98M 0.22%
764,327
-5,116
96
$9.74M 0.22%
64,960
-1,520
97
$9.66M 0.22%
69,086
+655
98
$9.62M 0.21%
352,565
+23,987
99
$9.49M 0.21%
6,858
+34
100
$9.48M 0.21%
172,070
-9,017
2 3
4
5 6