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
1626
$59 ﹤0.01%
+14,004
1627
$58 ﹤0.01%
3,250
1628
$56 ﹤0.01%
2
+1
1629
$56 ﹤0.01%
6,139
1630
$52 ﹤0.01%
+2
1631
$48 ﹤0.01%
188
1632
$45 ﹤0.01%
4,500
1633
$37 ﹤0.01%
2,500
1634
$36 ﹤0.01%
2,500
1635
$34 ﹤0.01%
3,700
1636
$32 ﹤0.01%
44
1637
$29 ﹤0.01%
+10
1638
– –
0
1639
$22 ﹤0.01%
56
1640
$18 ﹤0.01%
6
1641
$18 ﹤0.01%
1
1642
$18 ﹤0.01%
+4
1643
$15 ﹤0.01%
10
1644
$15 ﹤0.01%
15
1645
$15 ﹤0.01%
8
+1
1646
– –
0
1647
$7 ﹤0.01%
2,700
1648
$6 ﹤0.01%
8,150
1649
$5 ﹤0.01%
3,200
1650
– –
-4,108
64 65
66
67 68