AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
-$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,895
New
Increased
Reduced
Closed

Top Buys

1
+$51.3M
2
+$37.2M
3
+$15.5M
4
K icon
Kellanova
K
+$14.9M
5
KVUE icon
Kenvue
KVUE
+$10.1M

Top Sells

1
+$15.2M
2
+$13.4M
3
+$12.5M
4
SLVM icon
Sylvamo
SLVM
+$8.78M
5
RBA icon
RB Global
RBA
+$8.16M

Sector Composition

1 Industrials 21.4%
2 Technology 11.63%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.21M 0.06%
236,230
-17,252
227
$2.18M 0.06%
116,177
-33,852
228
$2.18M 0.06%
32,410
+10
229
$2.17M 0.06%
39,537
-88
230
$2.17M 0.06%
51,495
-5,529
231
$2.15M 0.06%
24,171
-1,525
232
$2.1M 0.06%
36,142
-939
233
$2.07M 0.05%
16,830
-1,546
234
$2.05M 0.05%
129,473
+6,949
235
$2.05M 0.05%
170,112
+23,000
236
$2.03M 0.05%
8,417
+13
237
$2.01M 0.05%
115,910
238
$1.99M 0.05%
160,575
+7,811
239
$1.98M 0.05%
6,117
-20
240
$1.97M 0.05%
130,452
241
$1.96M 0.05%
13,416
-1,327
242
$1.93M 0.05%
16,851
-140
243
$1.93M 0.05%
44,261
+268
244
$1.93M 0.05%
678,140
+573,230
245
$1.92M 0.05%
7,041
+165
246
$1.91M 0.05%
7,381
-2,354
247
$1.9M 0.05%
170,404
+23,880
248
$1.88M 0.05%
160,833
+420
249
$1.88M 0.05%
350,012
-43,306
250
$1.86M 0.05%
193,077
8 9
10
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