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
351
$904K 0.02%
53,951
352
$894K 0.02%
+38,860
353
$887K 0.02%
17,085
+16,300
354
$871K 0.02%
10,627
-4,187
355
$865K 0.02%
14,718
-257
356
$853K 0.02%
9,211
-82
357
$849K 0.02%
11,370
-190
358
$840K 0.02%
91,790
+28,940
359
$834K 0.02%
26,742
+7,814
360
$834K 0.02%
231,539
-224,680
361
$829K 0.02%
24,614
+13,015
362
$814K 0.02%
145,954
363
$796K 0.02%
54,133
-76,550
364
$795K 0.02%
7,734
-1,798
365
$792K 0.02%
11,571
+6,539
366
$791K 0.02%
24,860
-85
367
$789K 0.02%
14,460
+1,770
368
$787K 0.02%
18,715
369
$785K 0.02%
72,274
+48
370
$783K 0.02%
9,325
371
$782K 0.02%
+106,234
372
$781K 0.02%
7,527
-58
373
$775K 0.02%
+99,418
374
$766K 0.02%
4,546
375
$765K 0.02%
17,124
-2,715
13 14
15
16 17