AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
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 11.69%
3 Healthcare 8.85%
4 Consumer Discretionary 7.84%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$894K 0.02%
+38,860
352
$887K 0.02%
17,085
+16,300
353
$871K 0.02%
10,627
-4,187
354
$865K 0.02%
14,718
-257
355
$853K 0.02%
9,211
-82
356
$849K 0.02%
11,370
-190
357
$840K 0.02%
91,790
+28,940
358
$834K 0.02%
26,742
+7,814
359
$834K 0.02%
231,539
-224,680
360
$829K 0.02%
24,614
+13,015
361
$814K 0.02%
145,954
362
$796K 0.02%
54,133
-76,550
363
$795K 0.02%
7,734
-1,798
364
$792K 0.02%
11,571
+6,539
365
$791K 0.02%
24,860
-85
366
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14,460
+1,770
367
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18,715
368
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72,274
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369
$783K 0.02%
9,325
370
$782K 0.02%
+106,234
371
$781K 0.02%
7,527
-58
372
$775K 0.02%
+99,418
373
$766K 0.02%
4,546
374
$765K 0.02%
17,124
-2,715
375
$764K 0.02%
7,626
+1,818
13 14
15
16 17