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
1
$233M 5.2%
5,477,467
+2,680,964
2
$228M 5.09%
963,500
-44,259
3
$126M 2.81%
567,824
-14,816
4
$113M 2.53%
220,507
-34,868
5
$112M 2.49%
2,641,762
+2,160,512
6
$104M 2.33%
1,040,608
+137,223
7
$91.9M 2.05%
244,773
+2,716
8
$89M 1.99%
531,633
-76,993
9
$82.3M 1.84%
1,626,297
+5,353
10
$79.4M 1.77%
650,425
+3,635
11
$75.2M 1.68%
306,652
-1,544
12
$72.1M 1.61%
344,028
-6,610
13
$59.9M 1.34%
114,433
-476
14
$58.3M 1.3%
835,128
-983,077
15
$53.3M 1.19%
100,019
-672
16
$53.1M 1.18%
195,296
-341
17
$48.4M 1.08%
377,428
+405
18
$47.4M 1.06%
84,428
+535
19
$46.8M 1.04%
201,848
+119,928
20
$45.3M 1.01%
280,372
-3,399
21
$44.4M 0.99%
209,885
+1,416
22
$43.5M 0.97%
118,771
-1,656
23
$43.5M 0.97%
262,034
+1,335
24
$41.2M 0.92%
246,329
-2,724
25
$38.7M 0.86%
141,860
+1,928
1
2 3 4 5