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
1701
– –
-100
1702
$0 ﹤0.01%
+28
1703
$0 ﹤0.01%
+100
1704
– –
-112
1705
$0 ﹤0.01%
35,100
1706
$0 ﹤0.01%
450
1707
– –
-94
1708
$0 ﹤0.01%
85
1709
$0 ﹤0.01%
640
1710
$0 ﹤0.01%
6,000
1711
$0 ﹤0.01%
50,000
1712
$0 ﹤0.01%
2
1713
– –
-450
1714
– –
-6,250
1715
– –
-580
1716
$0 ﹤0.01%
142
1717
$0 ﹤0.01%
1,000
1718
– –
-1
1719
– –
-317
1720
– –
-200
1721
– –
0
1722
– –
-2
1723
– –
-4,000
1724
– –
-422,933
1725
– –
-1,326
67 68
69
70 71