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
251
$1.85M 0.05%
9,417
+93
252
$1.85M 0.05%
143,614
253
$1.83M 0.05%
6,737
+61
254
$1.83M 0.05%
46,087
-11,649
255
$1.82M 0.05%
54,828
-129
256
$1.82M 0.05%
414,208
257
$1.81M 0.05%
6,393
-75
258
$1.81M 0.05%
164,877
+57,764
259
$1.8M 0.05%
37,731
-12,567
260
$1.78M 0.05%
8,847
261
$1.75M 0.05%
103,411
+53,602
262
$1.74M 0.05%
7,922
-254
263
$1.72M 0.05%
35,931
+8,959
264
$1.69M 0.04%
7,558
+275
265
$1.68M 0.04%
8,749
-1,952
266
$1.67M 0.04%
100,596
-13,751
267
$1.66M 0.04%
10,862
-628
268
$1.64M 0.04%
99,225
-13,519
269
$1.63M 0.04%
18,851
-144,535
270
$1.62M 0.04%
33,208
+13,679
271
$1.6M 0.04%
361,519
272
$1.58M 0.04%
35,977
+90
273
$1.57M 0.04%
17,722
+6,614
274
$1.57M 0.04%
22,639
275
$1.54M 0.04%
15,584
-397
9 10
11
12 13