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
301
$1.28M 0.03%
25,461
-2,026
302
$1.27M 0.03%
5,086
+156
303
$1.27M 0.03%
14,698
-322
304
$1.26M 0.03%
166,184
305
$1.24M 0.03%
824,326
-44,784
306
$1.23M 0.03%
10,203
-30
307
$1.23M 0.03%
67,797
308
$1.22M 0.03%
82,806
+7,811
309
$1.22M 0.03%
6,902
-67
310
$1.21M 0.03%
115,873
-33,893
311
$1.2M 0.03%
+96,709
312
$1.19M 0.03%
3,654
+1,529
313
$1.19M 0.03%
68,901
-38,264
314
$1.19M 0.03%
22,139
+748
315
$1.18M 0.03%
31,994
-10,537
316
$1.18M 0.03%
43,254
+10,110
317
$1.18M 0.03%
7,775
-1,039
318
$1.17M 0.03%
321,948
+4,728
319
$1.17M 0.03%
32,440
-6,370
320
$1.16M 0.03%
4,629
-200
321
$1.15M 0.03%
779
-131
322
$1.15M 0.03%
6,132
+3,969
323
$1.14M 0.03%
12,191
-24
324
$1.13M 0.03%
105,325
+235
325
$1.13M 0.03%
8,055
-11
11 12
13
14 15