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
1576
$261 ﹤0.01%
2
1577
$260 ﹤0.01%
2,000
1578
$258 ﹤0.01%
15
+1
1579
$257 ﹤0.01%
20
1580
$255 ﹤0.01%
+4
1581
$254 ﹤0.01%
5
1582
$253 ﹤0.01%
3
+1
1583
$246 ﹤0.01%
5
-11
1584
$245 ﹤0.01%
8,154
1585
$242 ﹤0.01%
1
1586
$240 ﹤0.01%
8,400
1587
$235 ﹤0.01%
33
1588
$234 ﹤0.01%
+3
1589
$232 ﹤0.01%
6
+2
1590
$229 ﹤0.01%
222
1591
$225 ﹤0.01%
7,500
1592
$224 ﹤0.01%
1
1593
$220 ﹤0.01%
5
1594
$217 ﹤0.01%
10,850
1595
$208 ﹤0.01%
5,050
1596
$204 ﹤0.01%
1
1597
$183 ﹤0.01%
1
1598
$182 ﹤0.01%
23
1599
$180 ﹤0.01%
1
1600
$179 ﹤0.01%
8
62 63
64
65 66