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
151
$5.65M 0.13%
+276,870
152
$5.62M 0.13%
276,688
+127,195
153
$5.61M 0.13%
56,496
-480
154
$5.52M 0.12%
121,964
-1,741
155
$5.44M 0.12%
29,037
-2,975
156
$5.27M 0.12%
53,228
+5,757
157
$5.22M 0.12%
31,710
-73
158
$5.2M 0.12%
18,378
+140
159
$5.16M 0.12%
178,833
+9,539
160
$5.14M 0.11%
9,900
-170
161
$5.11M 0.11%
43,515
-24,861
162
$5.06M 0.11%
96,628
+59,931
163
$5.01M 0.11%
10,484
-757
164
$4.99M 0.11%
129,960
-16,405
165
$4.92M 0.11%
254,713
-73,759
166
$4.83M 0.11%
154,510
-4,675
167
$4.81M 0.11%
47,450
-80
168
$4.75M 0.11%
41,000
+121
169
$4.75M 0.11%
33,942
-1,002
170
$4.68M 0.1%
336,430
+39,820
171
$4.59M 0.1%
32,669
+4,338
172
$4.51M 0.1%
597,250
+197,710
173
$4.51M 0.1%
36,509
+121
174
$4.5M 0.1%
127,106
+37,067
175
$4.48M 0.1%
159,153
+16,415
5 6
7
8 9