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
501
$360K 0.01%
3,301
-30
502
$357K 0.01%
11,757
+1
503
$356K 0.01%
5,123
-1,800
504
$355K 0.01%
32,482
-2,687
505
$355K 0.01%
11,600
506
$353K 0.01%
+5,934
507
$352K 0.01%
4,719
-179
508
$350K 0.01%
6,955
+6,551
509
$349K 0.01%
582,407
510
$349K 0.01%
925
+51
511
$349K 0.01%
22,307
+500
512
$347K 0.01%
919
513
$345K 0.01%
3,388
+117
514
$344K 0.01%
12,775
515
$343K 0.01%
23,587
516
$342K 0.01%
13,500
+2,861
517
$340K 0.01%
+24,552
518
$339K 0.01%
3,709
519
$336K 0.01%
2,412
520
$336K 0.01%
6,213
-224
521
$332K 0.01%
3,500
522
$328K 0.01%
3,211
+2,603
523
$327K 0.01%
64,280
+10,080
524
$326K 0.01%
10,816
+132
525
$322K 0.01%
107,468
19 20
21
22 23