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
326
$1.13M 0.03%
+163,420
327
$1.12M 0.03%
79,988
328
$1.12M 0.03%
31,426
-34,073
329
$1.11M 0.03%
9,009
+1,000
330
$1.08M 0.03%
9,400
+445
331
$1.07M 0.03%
14,998
+541
332
$1.06M 0.03%
+19,990
333
$1.04M 0.03%
95,406
+42,417
334
$1.04M 0.03%
71,894
-7,740
335
$1.03M 0.03%
23,886
+6,880
336
$1.03M 0.03%
40,738
-25,303
337
$1.01M 0.03%
2,471
-55
338
$994K 0.03%
66,565
+12,123
339
$989K 0.03%
11,831
-283
340
$977K 0.03%
95,534
341
$974K 0.03%
7,501
+23
342
$958K 0.03%
+93,450
343
$950K 0.03%
42,709
-364
344
$946K 0.03%
8,487
-12
345
$940K 0.03%
48,296
-1,510
346
$938K 0.02%
21,780
347
$937K 0.02%
7,154
348
$928K 0.02%
18,601
-687
349
$925K 0.02%
9,846
-2,241
350
$915K 0.02%
11,284
12 13
14
15 16