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
451
$482K 0.01%
13,292
+635
452
$480K 0.01%
11,346
453
$479K 0.01%
41,653
454
$476K 0.01%
28,392
-38,552
455
$476K 0.01%
130,292
456
$475K 0.01%
1,939
457
$474K 0.01%
4,200
-1,110
458
$474K 0.01%
12,973
+7,367
459
$473K 0.01%
3,000
460
$471K 0.01%
+233,340
461
$464K 0.01%
31,970
462
$461K 0.01%
16,460
-1,690
463
$459K 0.01%
9,465
+118
464
$459K 0.01%
9,600
465
$459K 0.01%
7,951
-95
466
$458K 0.01%
4,332
+4,047
467
$456K 0.01%
7,192
+6,812
468
$442K 0.01%
3,072
469
$437K 0.01%
6,429
+10
470
$437K 0.01%
3,221
-113
471
$433K 0.01%
6,989
472
$431K 0.01%
1,873
+218
473
$425K 0.01%
4,242
-470
474
$424K 0.01%
2,722
-754
475
$422K 0.01%
10,311
17 18
19
20 21