AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$65.6M
2
+$38.4M
3
+$17.3M
4
K
Kellanova
K
+$15.8M
5
KVUE icon
Kenvue
KVUE
+$11.7M

Top Sells

1
+$16.1M
2
+$15.2M
3
+$14.4M
4
GRBK icon
Green Brick Partners
GRBK
+$10.9M
5
SLVM icon
Sylvamo
SLVM
+$8.59M

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
401
$635K 0.02%
9,818
402
$626K 0.02%
2,143
-148
403
$626K 0.02%
4,067
+658
404
$619K 0.02%
24,410
-40,623
405
$618K 0.02%
145,789
406
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26,772
-56,133
407
$616K 0.02%
25,009
-74
408
$613K 0.02%
210,023
+39,475
409
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7,085
+7,080
410
$606K 0.02%
6,732
411
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10,741
-8,676
412
$602K 0.02%
16,450
-400
413
$593K 0.02%
45,261
-17,283
414
$593K 0.02%
5,881
-1,429
415
$590K 0.02%
+21,820
416
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10,885
417
$583K 0.02%
15,925
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418
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138,055
419
$561K 0.02%
3,761
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420
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37,260
-85,881
421
$560K 0.02%
15,146
-122
422
$560K 0.02%
7,485
423
$559K 0.02%
1,104
-214
424
$551K 0.01%
13,235
425
$551K 0.01%
72,282
15 16
17
18 19