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
451
$483K 0.01%
2,054
+79
452
$482K 0.01%
13,292
+635
453
$480K 0.01%
11,346
454
$479K 0.01%
41,653
455
$476K 0.01%
28,392
-38,552
456
$476K 0.01%
130,292
457
$475K 0.01%
1,939
458
$474K 0.01%
4,200
-1,110
459
$474K 0.01%
12,973
+7,367
460
$473K 0.01%
3,000
461
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+233,340
462
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31,970
463
$461K 0.01%
16,460
-1,690
464
$459K 0.01%
9,465
+118
465
$459K 0.01%
9,600
466
$459K 0.01%
7,951
-95
467
$458K 0.01%
4,332
+4,047
468
$456K 0.01%
7,192
+6,812
469
$442K 0.01%
3,072
470
$437K 0.01%
6,429
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471
$437K 0.01%
3,221
-113
472
$433K 0.01%
6,989
473
$431K 0.01%
1,873
+218
474
$425K 0.01%
4,242
-470
475
$424K 0.01%
2,722
-754
17 18
19
20 21