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
101
$9.4M 0.21%
79,020
+1,242
102
$9.28M 0.21%
250,145
+80,977
103
$9.28M 0.21%
157,343
-3,750
104
$9.24M 0.21%
38,160
+33
105
$9.24M 0.21%
241,778
+46,147
106
$9.15M 0.2%
94,012
+9,286
107
$9.07M 0.2%
96,864
+2,404
108
$9.01M 0.2%
108,912
-1,020
109
$9M 0.2%
103,244
+16,674
110
$8.97M 0.2%
30,407
+1,001
111
$8.94M 0.2%
272,165
+14,920
112
$8.7M 0.19%
217,480
+83,830
113
$8.14M 0.18%
29,627
+459
114
$8.13M 0.18%
17,330
+232
115
$8.11M 0.18%
1,395,550
+220,535
116
$7.99M 0.18%
129,430
-8,089
117
$7.87M 0.18%
21,808
-1,325
118
$7.84M 0.18%
84,492
+9,299
119
$7.84M 0.18%
101,669
-15,501
120
$7.83M 0.17%
220,703
-100,766
121
$7.8M 0.17%
58,799
+1,980
122
$7.69M 0.17%
91,740
+20,910
123
$7.67M 0.17%
21,966
+5,940
124
$7.44M 0.17%
11,049
-194
125
$7.2M 0.16%
301,817
-4,756
3 4
5
6 7