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
376
$764K 0.02%
7,626
+1,818
377
$758K 0.02%
41,688
+44
378
$751K 0.02%
+167,330
379
$749K 0.02%
8,483
-887
380
$743K 0.02%
14,521
+87
381
$734K 0.02%
27,126
+1,677
382
$733K 0.02%
+14,448
383
$733K 0.02%
234,851
384
$731K 0.02%
4,759
+3,655
385
$731K 0.02%
21,915
+2,377
386
$729K 0.02%
70,088
+2,061
387
$727K 0.02%
43,867
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388
$726K 0.02%
2,660
389
$723K 0.02%
9,618
+961
390
$715K 0.02%
+17,900
391
$707K 0.02%
4,528
-483
392
$707K 0.02%
7,682
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393
$703K 0.02%
106,403
394
$701K 0.02%
27,717
395
$681K 0.02%
79,314
396
$680K 0.02%
33,440
-2,440
397
$669K 0.02%
168,982
-16,666
398
$668K 0.02%
2,063
+26
399
$651K 0.02%
1,274
-133
400
$647K 0.02%
5,294
+176
14 15
16
17 18