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
426
$551K 0.01%
72,282
427
$549K 0.01%
3,788
-5,447
428
$544K 0.01%
26,366
429
$544K 0.01%
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430
$531K 0.01%
10,050
431
$529K 0.01%
45,035
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432
$529K 0.01%
1,603
433
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48,599
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434
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330,990
-40,000
435
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2,202
436
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+43,700
437
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92,500
438
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-3,013
439
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6,952
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440
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363
441
$500K 0.01%
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443
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444
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445
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-217,910
446
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1,129
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447
$492K 0.01%
45,000
+29,208
448
$488K 0.01%
11,818
+3,613
449
$486K 0.01%
7,049
-574
450
$484K 0.01%
866
-48
16 17
18
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