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
276
$1.54M 0.04%
40,483
+22,464
277
$1.53M 0.04%
4,557
278
$1.52M 0.04%
+80,491
279
$1.52M 0.04%
25,548
-118
280
$1.51M 0.04%
72,731
281
$1.51M 0.04%
11,444
-965
282
$1.51M 0.04%
5,686
-121
283
$1.49M 0.04%
+164,251
284
$1.48M 0.04%
9,019
-161
285
$1.47M 0.04%
36,051
-154
286
$1.47M 0.04%
49,139
-2,237
287
$1.46M 0.04%
46,717
+1,398
288
$1.43M 0.04%
16,657
-525
289
$1.42M 0.04%
25,762
+1,472
290
$1.42M 0.04%
27,013
+1,051
291
$1.39M 0.04%
83,376
+1,812
292
$1.37M 0.04%
70,690
-27,420
293
$1.37M 0.04%
13,304
+30
294
$1.36M 0.04%
4,959
+99
295
$1.35M 0.04%
174,626
296
$1.35M 0.04%
32,710
-13,810
297
$1.32M 0.04%
11,933
+5,420
298
$1.32M 0.04%
8,067
299
$1.32M 0.04%
76,251
+38,780
300
$1.31M 0.03%
15,530
-198
10 11
12
13 14