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
176
$4.42M 0.1%
179,552
+1,465
177
$4.41M 0.1%
18,929
+35
178
$4.37M 0.1%
81,650
+29,251
179
$4.29M 0.1%
87,926
+19,566
180
$4.28M 0.1%
94,784
+1,125
181
$4.27M 0.1%
100,560
+20,110
182
$4.24M 0.09%
155,538
+35,830
183
$4.21M 0.09%
42,076
-13,194
184
$4.17M 0.09%
327,276
+73,120
185
$4.16M 0.09%
309,580
+1,791
186
$4.11M 0.09%
14,252
+94
187
$4.01M 0.09%
32,919
-298
188
$3.89M 0.09%
65,620
+65,320
189
$3.85M 0.09%
60,727
+834
190
$3.85M 0.09%
42,875
-32
191
$3.83M 0.09%
207,966
+4,520
192
$3.78M 0.08%
141,103
+10,336
193
$3.74M 0.08%
262,029
+5,310
194
$3.7M 0.08%
84,656
-584
195
$3.64M 0.08%
30,761
+1,110
196
$3.64M 0.08%
8,663
-64
197
$3.52M 0.08%
139,101
-29,133
198
$3.5M 0.08%
133,046
-9,581
199
$3.46M 0.08%
174,769
+1,321
200
$3.45M 0.08%
20,189
-623
6 7
8
9 10