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
26
$35.7M 0.95%
116,362
+1,136
27
$35.2M 0.93%
467,992
-6,064
28
$31.9M 0.85%
457,267
+68,005
29
$31.7M 0.84%
105,561
-2,985
30
$31.2M 0.83%
213,650
-107
31
$30.3M 0.8%
282,880
+201
32
$26.9M 0.72%
102,265
+481
33
$25.3M 0.67%
163,037
+1,976
34
$22.6M 0.6%
102,315
+15,191
35
$22.2M 0.59%
809,063
-9,432
36
$21.6M 0.57%
163,864
-52
37
$20.7M 0.55%
676,457
+166,556
38
$19.7M 0.52%
100,242
-894
39
$19.7M 0.52%
154,745
-519
40
$19.2M 0.51%
1,705,788
+1,374,231
41
$19.1M 0.51%
1,135,008
-13,692
42
$18.7M 0.5%
195,835
-1,186
43
$17.9M 0.47%
27,667
-775
44
$17.7M 0.47%
317,562
+265,856
45
$16.8M 0.45%
324,696
-46,840
46
$16.3M 0.43%
1,500,625
-38,627
47
$14.4M 0.38%
272,762
-330
48
$14.2M 0.38%
255,865
+2,300
49
$14.2M 0.38%
174,015
+15
50
$14.2M 0.38%
204,065
+1,659
1
2
3 4 5