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
401
$644K 0.02%
3,577
+43
402
$635K 0.02%
9,818
403
$626K 0.02%
2,143
-148
404
$626K 0.02%
4,067
+658
405
$619K 0.02%
24,410
-40,623
406
$618K 0.02%
145,789
407
$617K 0.02%
26,772
-56,133
408
$616K 0.02%
25,009
-74
409
$613K 0.02%
210,023
+39,475
410
$607K 0.02%
7,085
+7,080
411
$606K 0.02%
6,732
412
$605K 0.02%
10,741
-8,676
413
$602K 0.02%
16,450
-400
414
$593K 0.02%
45,261
-17,283
415
$593K 0.02%
5,881
-1,429
416
$590K 0.02%
+21,820
417
$588K 0.02%
10,885
418
$583K 0.02%
15,925
+825
419
$572K 0.02%
138,055
420
$561K 0.01%
3,761
+30
421
$560K 0.01%
37,260
-85,881
422
$560K 0.01%
15,146
-122
423
$560K 0.01%
7,485
424
$559K 0.01%
1,104
-214
425
$551K 0.01%
13,235
15 16
17
18 19