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
501
$357K 0.01%
11,757
+1
502
$356K 0.01%
5,123
-1,800
503
$355K 0.01%
34,002
-2,813
504
$355K 0.01%
11,600
505
$353K 0.01%
+5,934
506
$352K 0.01%
11,278
-428
507
$350K 0.01%
6,955
+6,551
508
$349K 0.01%
582,407
509
$349K 0.01%
925
+51
510
$349K 0.01%
22,307
+500
511
$347K 0.01%
9,190
512
$345K 0.01%
3,388
+117
513
$344K 0.01%
12,775
514
$343K 0.01%
23,587
515
$342K 0.01%
13,500
+2,861
516
$340K 0.01%
+24,552
517
$339K 0.01%
3,709
518
$336K 0.01%
2,412
519
$336K 0.01%
6,213
-224
520
$332K 0.01%
3,500
521
$328K 0.01%
3,211
+2,603
522
$327K 0.01%
64,280
+10,080
523
$326K 0.01%
10,816
+132
524
$322K 0.01%
107,468
525
$322K 0.01%
4,298
+64
19 20
21
22 23