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
1601
$179 ﹤0.01%
1
1602
$176 ﹤0.01%
+9
1603
$175 ﹤0.01%
+3
1604
$171 ﹤0.01%
+9
1605
$169 ﹤0.01%
+1
1606
$153 ﹤0.01%
1
1607
$148 ﹤0.01%
1
1608
$147 ﹤0.01%
1
-25
1609
$131 ﹤0.01%
4,366
1610
$130 ﹤0.01%
7
1611
$125 ﹤0.01%
2,500
1612
$117 ﹤0.01%
3,175
1613
$115 ﹤0.01%
5
-1
1614
$111 ﹤0.01%
15,273
1615
$110 ﹤0.01%
11,000
1616
$107 ﹤0.01%
35
1617
$107 ﹤0.01%
50
1618
$105 ﹤0.01%
5,000
1619
$100 ﹤0.01%
2,791
1620
$91 ﹤0.01%
2,607
1621
$88 ﹤0.01%
66
1622
$84 ﹤0.01%
5,000
1623
$73 ﹤0.01%
17,300
1624
$70 ﹤0.01%
5,050
1625
$67 ﹤0.01%
+2
63 64
65
66 67