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
376
$758K 0.02%
41,688
+44
377
$751K 0.02%
+167,330
378
$749K 0.02%
8,483
-887
379
$743K 0.02%
14,521
+87
380
$734K 0.02%
27,126
+1,677
381
$733K 0.02%
+14,448
382
$733K 0.02%
234,851
383
$731K 0.02%
4,759
+3,655
384
$731K 0.02%
21,915
+2,377
385
$729K 0.02%
70,088
+2,061
386
$727K 0.02%
43,867
-230
387
$726K 0.02%
2,660
388
$723K 0.02%
9,618
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389
$715K 0.02%
+17,900
390
$707K 0.02%
4,528
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391
$707K 0.02%
7,682
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392
$703K 0.02%
106,403
393
$701K 0.02%
27,717
394
$681K 0.02%
79,314
395
$680K 0.02%
33,440
-2,440
396
$669K 0.02%
168,982
-16,666
397
$668K 0.02%
2,063
+26
398
$651K 0.02%
1,274
-133
399
$647K 0.02%
5,294
+176
400
$644K 0.02%
3,577
+43
14 15
16
17 18