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
126
$7.05M 0.16%
40,703
+2,564
127
$6.99M 0.16%
176,610
+88,380
128
$6.99M 0.16%
29,585
-155
129
$6.93M 0.15%
90,542
+790
130
$6.91M 0.15%
31,181
-247
131
$6.87M 0.15%
11,307
-85
132
$6.85M 0.15%
32,745
-3,757
133
$6.83M 0.15%
115,898
+25,280
134
$6.77M 0.15%
39,216
-525
135
$6.69M 0.15%
277,878
+36,859
136
$6.65M 0.15%
68,973
-22,732
137
$6.56M 0.15%
69,905
+7,479
138
$6.48M 0.14%
44,128
-2,945
139
$6.47M 0.14%
9,766
+429
140
$6.4M 0.14%
91,704
141
$6.34M 0.14%
124,816
-1,987
142
$6.27M 0.14%
6,620
-68
143
$6.26M 0.14%
52,334
+354
144
$6.05M 0.13%
31,719
+26,112
145
$6.03M 0.13%
43,423
+4,299
146
$5.91M 0.13%
83,389
+46
147
$5.85M 0.13%
272,701
-159,988
148
$5.84M 0.13%
984,062
+207,049
149
$5.69M 0.13%
166,642
-2,593
150
$5.66M 0.13%
70,813
+423
4 5
6
7 8